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NARNOLIA LARGE CAP STRATEGY vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
NARNOLIA LARGE CAP STRATEGY
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.51%
0.30%
6 Months
−2.49%
26.99%
1 Year
1.85%
26.29%
3 Years
12.22%
27.01%
5 Years
8.68%
—
Since Inception
15.27%
35.84%
Fund Age
14 yrs 5 mo
4 yrs 3 mo
AUM
₹116.22 Cr
₹521.91 Cr
Alpha – 1 Year
2.20%
28.33%
Alpha – 3 Years
3.22%
20.36%
Information Ratio – 3 Years
0.70
—
Volatility – 1 Year
18.13%
31.27%
Volatility – 3 Years
15.25%
25.96%
Beta – 1 Year
1.12
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
-0.09
0.72
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
-2.08%
27.02%
Value at Worst Rolling Year
₹0.98 Cr
₹1.27 Cr
Deepest Drawdown
−15.14%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
99.45%
100.00%
Median Rolling Year
15.70%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 7% · S 3%
—
Number of Stocks
21
49
Portfolio P/E
29.25
21.17
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%
—
Top Sectors
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—