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NARNOLIA FUSION OPPORTUNITY STRATEGY vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
NARNOLIA FUSION OPPORTUNITY STRATEGY
Xylem Maverick 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%
9.42%
6 Months
15.18%
52.78%
1 Year
5.18%
27.27%
3 Years
8.86%
—
5 Years
—
—
Since Inception
14.74%
23.72%
Fund Age
3 yrs 11 mo
19 mo
AUM
₹36.85 Cr
₹71.55 Cr
Alpha – 1 Year
5.53%
22.55%
Alpha – 3 Years
−0.14%
—
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
17.33%
31.93%
Volatility – 3 Years
18.22%
—
Beta – 1 Year
0.72
1.29
Beta – 3 Years
0.66
—
Sharpe Ratio – 1 Year
0.08
0.74
Sharpe Ratio – 3 Years
0.27
—
Worst Rolling Year
8.86%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−35.06%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.26%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%