Portfolio Management Services (PMS)Compare Schemes
NARNOLIA FUSION OPPORTUNITY STRATEGY vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
NARNOLIA FUSION OPPORTUNITY STRATEGY
Vallum Multi Activa 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%
1.82%
6 Months
15.18%
3.61%
1 Year
5.18%
28.29%
3 Years
8.86%
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5 Years
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Since Inception
14.74%
23.99%
Fund Age
3 yrs 11 mo
19 mo
AUM
₹36.85 Cr
₹14.97 Cr
Alpha – 1 Year
5.53%
20.75%
Alpha – 3 Years
−0.14%
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Information Ratio – 3 Years
0.00
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Volatility – 1 Year
17.33%
13.84%
Volatility – 3 Years
18.22%
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Beta – 1 Year
0.72
0.77
Beta – 3 Years
0.66
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Sharpe Ratio – 1 Year
0.08
1.50
Sharpe Ratio – 3 Years
0.27
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Worst Rolling Year
8.86%
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Value at Worst Rolling Year
₹1.09 Cr
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Deepest Drawdown
−35.06%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
16.26%
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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
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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