Portfolio Management Services (PMS)Compare Schemes
NARNOLIA FUSION OPPORTUNITY STRATEGY vs Sincere - Fixed Income plus Fund
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NARNOLIA FUSION OPPORTUNITY STRATEGY
Sincere - Fixed Income plus Fund
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%
2.31%
6 Months
15.18%
2.53%
1 Year
5.18%
6.47%
3 Years
8.86%
7.48%
5 Years
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Since Inception
14.74%
8.12%
Fund Age
3 yrs 11 mo
3 yrs 3 mo
AUM
₹36.85 Cr
₹32.76 Cr
Alpha – 1 Year
5.53%
−0.39%
Alpha – 3 Years
−0.14%
−3.56%
Information Ratio – 3 Years
0.00
-0.35
Volatility – 1 Year
17.33%
5.60%
Volatility – 3 Years
18.22%
5.15%
Beta – 1 Year
0.72
0.43
Beta – 3 Years
0.66
0.49
Sharpe Ratio – 1 Year
0.08
0.22
Sharpe Ratio – 3 Years
0.27
0.41
Worst Rolling Year
8.86%
6.82%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−35.06%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
7.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%