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NARNOLIA LARGE CAP STRATEGY vs Sundaram Alternate - SELF
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NARNOLIA LARGE CAP STRATEGY
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
7.67%
6 Months
−2.49%
27.70%
1 Year
1.85%
47.52%
3 Years
12.22%
23.98%
5 Years
8.68%
15.87%
Since Inception
15.27%
18.55%
Fund Age
14 yrs 5 mo
16 yrs 2 mo
AUM
₹116.22 Cr
₹1,022.92 Cr
Alpha – 1 Year
2.20%
42.80%
Alpha – 3 Years
3.22%
11.89%
Information Ratio – 3 Years
0.70
1.12
Volatility – 1 Year
18.13%
28.29%
Volatility – 3 Years
15.25%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
1.06
1.07
Sharpe Ratio – 1 Year
-0.09
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
-2.08%
-4.58%
Value at Worst Rolling Year
₹0.98 Cr
₹0.95 Cr
Deepest Drawdown
−15.14%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.45%
97.86%
Median Rolling Year
15.70%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 7% · S 3%
L 22% · M 32% · S 42%
Number of Stocks
21
26
Portfolio P/E
29.25
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%