Alternative Investment Funds (AIF)Compare Schemes
Narnolia India Opportunity Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Narnolia India Opportunity Fund
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
1.75%
6 Months
1.86%
6.35%
1 Year
7.02%
−4.77%
3 Years
18.07%
10.09%
5 Years
16.25%
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Since Inception
23.48%
11.81%
Fund Age
17 mo
4 yrs 3 mo
AUM
₹286.51 Cr
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Alpha – 1 Year
4.04%
−9.17%
Alpha – 3 Years
6.19%
−1.38%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
13.36%
20.07%
Volatility – 3 Years
—
18.70%
Beta – 1 Year
0.72
1.09
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.17
-0.41
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−9.59%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 54% · M 3% · S 29%
L 37% · M 25% · S 28%
Number of Stocks
32
23
Portfolio P/E
18.83
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Top 5 Holdings
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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