Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.06%
2.32%
6 Months
4.58%
15.18%
1 Year
5.92%
5.18%
3 Years
—
8.86%
5 Years
—
—
Since Inception
7.28%
14.74%
Fund Age
7 mo
3 yrs 11 mo
AUM
₹119.65 Cr
₹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
L 72% · M 12% · S 15%
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
—
Top Sectors
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%