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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
NARNOLIA FUSION OPPORTUNITY STRATEGY
Wright Factor Fund
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%
10.96%
6 Months
15.18%
14.84%
1 Year
5.18%
16.93%
3 Years
8.86%
—
5 Years
—
—
Since Inception
14.74%
20.33%
Fund Age
3 yrs 11 mo
3 yrs
AUM
₹36.85 Cr
₹214.05 Cr
Alpha – 1 Year
5.53%
12.21%
Alpha – 3 Years
−0.14%
—
Information Ratio – 3 Years
0.00
0.51
Volatility – 1 Year
17.33%
22.29%
Volatility – 3 Years
18.22%
21.03%
Beta – 1 Year
0.72
0.97
Beta – 3 Years
0.66
0.97
Sharpe Ratio – 1 Year
0.08
0.57
Sharpe Ratio – 3 Years
0.27
0.72
Worst Rolling Year
8.86%
18.92%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−35.06%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.26%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
—
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%