Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.09%
1.00%
6 Months
11.86%
7.03%
1 Year
5.85%
8.97%
3 Years
—
12.56%
5 Years
—
10.89%
Since Inception
15.00%
15.48%
Fund Age
2 yrs 10 mo
7 yrs
AUM
₹101.25 Cr
₹3.36 Cr
Alpha – 1 Year
1.13%
9.32%
Alpha – 3 Years
—
3.56%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
21.08%
8.58%
Volatility – 3 Years
—
12.10%
Beta – 1 Year
1.15
0.48
Beta – 3 Years
—
0.78
Sharpe Ratio – 1 Year
0.12
0.43
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
9.53%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−17.28%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.23%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%