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NARNOLIA MULTI-ASSET STRATEGY vs Right Horizons - Alphabots Midcap 29
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NARNOLIA MULTI-ASSET STRATEGY
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
3.12%
6 Months
7.03%
8.08%
1 Year
8.97%
10.16%
3 Years
12.56%
15.60%
5 Years
10.89%
—
Since Inception
15.48%
19.84%
Fund Age
7 yrs
6 yrs 11 mo
AUM
₹3.36 Cr
₹3.18 Cr
Alpha – 1 Year
9.32%
7.18%
Alpha – 3 Years
3.56%
3.72%
Information Ratio – 3 Years
0.54
0.60
Volatility – 1 Year
8.58%
19.93%
Volatility – 3 Years
12.10%
18.09%
Beta – 1 Year
0.48
1.12
Beta – 3 Years
0.78
1.14
Sharpe Ratio – 1 Year
0.43
0.31
Sharpe Ratio – 3 Years
0.61
0.60
Worst Rolling Year
9.53%
14.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−17.45%
−19.38%
Recovery Period
241 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.23%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –