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NARNOLIA LARGE CAP STRATEGY vs Right Horizons - India Business Leaders
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NARNOLIA LARGE CAP STRATEGY
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
3.11%
6 Months
−2.49%
4.12%
1 Year
1.85%
−0.25%
3 Years
12.22%
10.95%
5 Years
8.68%
10.56%
Since Inception
15.27%
10.62%
Fund Age
14 yrs 5 mo
13 yrs 8 mo
AUM
₹116.22 Cr
₹41.22 Cr
Alpha – 1 Year
2.20%
0.18%
Alpha – 3 Years
3.22%
2.39%
Information Ratio – 3 Years
0.70
0.52
Volatility – 1 Year
18.13%
20.61%
Volatility – 3 Years
15.25%
17.57%
Beta – 1 Year
1.12
1.24
Beta – 3 Years
1.06
1.19
Sharpe Ratio – 1 Year
-0.09
-0.18
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
-2.08%
-10.52%
Value at Worst Rolling Year
₹0.98 Cr
₹0.89 Cr
Deepest Drawdown
−15.14%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.45%
93.48%
Median Rolling Year
15.70%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 86% · M 7% · S 3%
L 70% · M 29%
Number of Stocks
21
25
Portfolio P/E
29.25
36.71
Top 5 Holdings
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%