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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
NARNOLIA FUSION OPPORTUNITY STRATEGY
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.32%
9.44%
6 Months
15.18%
2.42%
1 Year
5.18%
1.29%
3 Years
8.86%
—
5 Years
—
—
Since Inception
14.74%
23.68%
Fund Age
3 yrs 11 mo
4 mo
AUM
₹36.85 Cr
₹2.91 Cr
Alpha – 1 Year
5.53%
0.33%
Alpha – 3 Years
−0.14%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
17.33%
—
Volatility – 3 Years
18.22%
—
Beta – 1 Year
0.72
—
Beta – 3 Years
0.66
—
Sharpe Ratio – 1 Year
0.08
—
Sharpe Ratio – 3 Years
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
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
—
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%