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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Right Horizons - Alphabots India Largecap 50
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NARNOLIA FUSION OPPORTUNITY STRATEGY
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.32%
4.41%
6 Months
15.18%
0.07%
1 Year
5.18%
4.08%
3 Years
8.86%
6.47%
5 Years
—
—
Since Inception
14.74%
11.08%
Fund Age
3 yrs 11 mo
6 yrs 6 mo
AUM
₹36.85 Cr
₹1.91 Cr
Alpha – 1 Year
5.53%
4.51%
Alpha – 3 Years
−0.14%
−2.09%
Information Ratio – 3 Years
0.00
-0.44
Volatility – 1 Year
17.33%
16.64%
Volatility – 3 Years
18.22%
14.35%
Beta – 1 Year
0.72
0.98
Beta – 3 Years
0.66
1.00
Sharpe Ratio – 1 Year
0.08
-0.01
Sharpe Ratio – 3 Years
0.27
0.13
Worst Rolling Year
8.86%
5.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.06 Cr
Deepest Drawdown
−35.06%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
Top 5 Holdings
—
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –