Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
2.32%
6 Months
25.39%
15.18%
1 Year
17.69%
5.18%
3 Years
21.57%
8.86%
5 Years
14.87%
—
Since Inception
17.17%
14.74%
Fund Age
6 yrs 10 mo
3 yrs 11 mo
AUM
₹119.43 Cr
₹36.85 Cr
Alpha – 1 Year
18.04%
5.53%
Alpha – 3 Years
12.57%
−0.14%
Information Ratio – 3 Years
0.68
0.00
Volatility – 1 Year
26.38%
17.33%
Volatility – 3 Years
21.61%
18.22%
Beta – 1 Year
0.88
0.72
Beta – 3 Years
0.85
0.66
Sharpe Ratio – 1 Year
0.54
0.08
Sharpe Ratio – 3 Years
0.77
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
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%