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NARNOLIA FUSION OPPORTUNITY STRATEGY vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
NARNOLIA FUSION OPPORTUNITY STRATEGY
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.32%
0.30%
6 Months
15.18%
26.99%
1 Year
5.18%
26.29%
3 Years
8.86%
27.01%
5 Years
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Since Inception
14.74%
35.84%
Fund Age
3 yrs 11 mo
4 yrs 3 mo
AUM
₹36.85 Cr
₹521.91 Cr
Alpha – 1 Year
5.53%
28.33%
Alpha – 3 Years
−0.14%
20.36%
Information Ratio – 3 Years
0.00
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Volatility – 1 Year
17.33%
31.27%
Volatility – 3 Years
18.22%
25.96%
Beta – 1 Year
0.72
—
Beta – 3 Years
0.66
—
Sharpe Ratio – 1 Year
0.08
0.72
Sharpe Ratio – 3 Years
0.27
0.85
Worst Rolling Year
8.86%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−35.06%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
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21.17
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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