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NARNOLIA LARGE CAP STRATEGY vs Sundaram Alternate - Rising Stars
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NARNOLIA LARGE CAP STRATEGY
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
7.03%
6 Months
−2.49%
31.10%
1 Year
1.85%
52.47%
3 Years
12.22%
17.74%
5 Years
8.68%
16.38%
Since Inception
15.27%
15.58%
Fund Age
14 yrs 5 mo
16 yrs 9 mo
AUM
₹116.22 Cr
₹132.42 Cr
Alpha – 1 Year
2.20%
47.75%
Alpha – 3 Years
3.22%
5.65%
Information Ratio – 3 Years
0.70
0.46
Volatility – 1 Year
18.13%
26.74%
Volatility – 3 Years
15.25%
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.06
0.97
Sharpe Ratio – 1 Year
-0.09
1.52
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
-2.08%
-15.93%
Value at Worst Rolling Year
₹0.98 Cr
₹0.84 Cr
Deepest Drawdown
−15.14%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
99.45%
89.14%
Median Rolling Year
15.70%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 86% · M 7% · S 3%
M 9% · S 83%
Number of Stocks
21
26
Portfolio P/E
29.25
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%