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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Wealth Managers - Focused Leadership Portfolio
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NARNOLIA FUSION OPPORTUNITY STRATEGY
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
15.18%
13.10%
1 Year
5.18%
18.11%
3 Years
8.86%
14.56%
5 Years
—
8.71%
Since Inception
14.74%
13.67%
Fund Age
3 yrs 11 mo
11 yrs 2 mo
AUM
₹36.85 Cr
₹138.06 Cr
Alpha – 1 Year
5.53%
18.46%
Alpha – 3 Years
−0.14%
5.57%
Information Ratio – 3 Years
0.00
0.62
Volatility – 1 Year
17.33%
22.83%
Volatility – 3 Years
18.22%
16.72%
Beta – 1 Year
0.72
1.29
Beta – 3 Years
0.66
1.00
Sharpe Ratio – 1 Year
0.08
0.61
Sharpe Ratio – 3 Years
0.27
0.55
Worst Rolling Year
8.86%
-8.44%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−35.06%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
16.26%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%