Portfolio Management Services (PMS)Compare Schemes
NARNOLIA FUSION OPPORTUNITY STRATEGY vs WhiteOak Capital Business Leaders
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NARNOLIA FUSION OPPORTUNITY STRATEGY
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.32%
3.42%
6 Months
15.18%
2.89%
1 Year
5.18%
2.59%
3 Years
8.86%
10.39%
5 Years
—
8.86%
Since Inception
14.74%
11.13%
Fund Age
3 yrs 11 mo
5 yrs 6 mo
AUM
₹36.85 Cr
₹63.54 Cr
Alpha – 1 Year
5.53%
−0.39%
Alpha – 3 Years
−0.14%
−1.50%
Information Ratio – 3 Years
0.00
-0.34
Volatility – 1 Year
17.33%
16.68%
Volatility – 3 Years
18.22%
13.79%
Beta – 1 Year
0.72
0.95
Beta – 3 Years
0.66
0.88
Sharpe Ratio – 1 Year
0.08
-0.09
Sharpe Ratio – 3 Years
0.27
0.40
Worst Rolling Year
8.86%
6.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−35.06%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
Top 5 Holdings
—
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%