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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Unifi Blended - Rangoli
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NARNOLIA FUSION OPPORTUNITY STRATEGY
Unifi Blended - Rangoli
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%
3.17%
6 Months
15.18%
10.91%
1 Year
5.18%
10.45%
3 Years
8.86%
10.60%
5 Years
—
10.74%
Since Inception
14.74%
18.07%
Fund Age
3 yrs 11 mo
9 yrs 2 mo
AUM
₹36.85 Cr
₹11,464.61 Cr
Alpha – 1 Year
5.53%
5.73%
Alpha – 3 Years
−0.14%
−1.49%
Information Ratio – 3 Years
0.00
-0.11
Volatility – 1 Year
17.33%
18.78%
Volatility – 3 Years
18.22%
16.83%
Beta – 1 Year
0.72
1.04
Beta – 3 Years
0.66
1.02
Sharpe Ratio – 1 Year
0.08
0.34
Sharpe Ratio – 3 Years
0.27
0.37
Worst Rolling Year
8.86%
4.89%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−35.06%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
Top 5 Holdings
—
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%