Alternative Investment Funds (AIF)Compare Schemes
Matterhorn India Fund vs Narnolia India Opportunity Fund
Add SchemeGrowth of ₹1 Crore
Matterhorn India Fund
Narnolia India Opportunity Fund
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 3.4%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.36%
2.09%
6 Months
10.52%
1.86%
1 Year
4.14%
7.02%
3 Years
—
18.07%
5 Years
—
16.25%
Since Inception
17.49%
23.48%
Fund Age
2 yrs 10 mo
17 mo
AUM
—
₹286.51 Cr
Alpha – 1 Year
0.77%
4.04%
Alpha – 3 Years
—
6.19%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.82%
13.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.40
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.17
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.99%
−9.59%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 0% · M 16% · S 75%
L 54% · M 3% · S 29%
Number of Stocks
54
32
Portfolio P/E
33.41
18.83
Top 5 Holdings
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
Top Sectors
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
Fixed Fee
—
—
Performance Fee / Plan
15% of profit, above 9%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—