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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Right Horizons - Alphabots Midcap 29
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NARNOLIA FUSION OPPORTUNITY STRATEGY
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.32%
3.12%
6 Months
15.18%
8.08%
1 Year
5.18%
10.16%
3 Years
8.86%
15.60%
5 Years
—
—
Since Inception
14.74%
19.84%
Fund Age
3 yrs 11 mo
6 yrs 11 mo
AUM
₹36.85 Cr
₹3.18 Cr
Alpha – 1 Year
5.53%
7.18%
Alpha – 3 Years
−0.14%
3.72%
Information Ratio – 3 Years
0.00
0.60
Volatility – 1 Year
17.33%
19.93%
Volatility – 3 Years
18.22%
18.09%
Beta – 1 Year
0.72
1.12
Beta – 3 Years
0.66
1.14
Sharpe Ratio – 1 Year
0.08
0.31
Sharpe Ratio – 3 Years
0.27
0.60
Worst Rolling Year
8.86%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−35.06%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –