Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
2.32%
6 Months
20.43%
15.18%
1 Year
14.98%
5.18%
3 Years
—
8.86%
5 Years
—
—
Since Inception
20.69%
14.74%
Fund Age
2 yrs 8 mo
3 yrs 11 mo
AUM
₹320.35 Cr
₹36.85 Cr
Alpha – 1 Year
12.00%
5.53%
Alpha – 3 Years
—
−0.14%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
24.24%
17.33%
Volatility – 3 Years
—
18.22%
Beta – 1 Year
1.26
0.72
Beta – 3 Years
—
0.66
Sharpe Ratio – 1 Year
0.46
0.08
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−12.04%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
—
Number of Stocks
29
—
Portfolio P/E
40.22
—
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
—
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%