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Carnelian Bharat Amritkaal Fund-2 vs NARNOLIA FUSION OPPORTUNITY STRATEGY

Carnelian Bharat Amritkaal Fund-2

NARNOLIA FUSION OPPORTUNITY STRATEGY

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Growth of ₹1 Crore

Carnelian Bharat Amritkaal Fund-2

NARNOLIA FUSION OPPORTUNITY STRATEGY

Return for the risk

3 yrs return

10%

15%

NARNOLIA FUSION OPPORTUNITY STRATEGY

8.9% • vol 18.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

2.32%

6 Months

—

15.18%

1 Year

—

5.18%

3 Years

—

8.86%

5 Years

—

Since Inception

—

14.74%

Fund Age

—

3 yrs 11 mo

AUM

—

₹36.85 Cr

Alpha – 1 Year

—

5.53%

Alpha – 3 Years

—

−0.14%

Information Ratio – 3 Years

—

0.00

Volatility – 1 Year

—

17.33%

Volatility – 3 Years

—

18.22%

Beta – 1 Year

—

0.72

Beta – 3 Years

—

0.66

Sharpe Ratio – 1 Year

—

0.08

Sharpe Ratio – 3 Years

—

0.27

Worst Rolling Year

—

8.86%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−35.06%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

16.26%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Biocon Ltd · 6.80%

Aditya Birla Capital Ltd · 6.20%

ICICI Bank Ltd · 5.60%

Larsen & Toubro Ltd · 4.40%

Tata Technologies Ltd · 3.20%

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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