Portfolio Management Services (PMS)Compare Schemes
NARNOLIA FUSION OPPORTUNITY STRATEGY vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
NARNOLIA FUSION OPPORTUNITY STRATEGY
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.32%
−0.11%
6 Months
15.18%
2.89%
1 Year
5.18%
7.86%
3 Years
8.86%
10.62%
5 Years
—
10.19%
Since Inception
14.74%
9.46%
Fund Age
3 yrs 11 mo
5 yrs 7 mo
AUM
₹36.85 Cr
₹158.06 Cr
Alpha – 1 Year
5.53%
−1.70%
Alpha – 3 Years
−0.14%
0.86%
Information Ratio – 3 Years
0.00
0.37
Volatility – 1 Year
17.33%
1.80%
Volatility – 3 Years
18.22%
3.43%
Beta – 1 Year
0.72
0.81
Beta – 3 Years
0.66
0.63
Sharpe Ratio – 1 Year
0.08
1.30
Sharpe Ratio – 3 Years
0.27
1.53
Worst Rolling Year
8.86%
8.14%
Value at Worst Rolling Year
₹1.09 Cr
₹1.08 Cr
Deepest Drawdown
−35.06%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%