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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Nine Rivers Capital - Aurum Small Cap Opportunities
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NARNOLIA FUSION OPPORTUNITY STRATEGY
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.32%
−0.59%
6 Months
15.18%
18.29%
1 Year
5.18%
5.81%
3 Years
8.86%
7.48%
5 Years
—
14.52%
Since Inception
14.74%
24.60%
Fund Age
3 yrs 11 mo
13 yrs 8 mo
AUM
₹36.85 Cr
₹708.2 Cr
Alpha – 1 Year
5.53%
1.09%
Alpha – 3 Years
−0.14%
−4.61%
Information Ratio – 3 Years
0.00
-0.16
Volatility – 1 Year
17.33%
29.19%
Volatility – 3 Years
18.22%
22.60%
Beta – 1 Year
0.72
1.53
Beta – 3 Years
0.66
1.17
Sharpe Ratio – 1 Year
0.08
0.14
Sharpe Ratio – 3 Years
0.27
0.29
Worst Rolling Year
8.86%
-18.85%
Value at Worst Rolling Year
₹1.09 Cr
₹0.81 Cr
Deepest Drawdown
−35.06%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
16.26%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%