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NARNOLIA MULTI-ASSET STRATEGY vs Sundaram Alternate - Rising Stars
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NARNOLIA MULTI-ASSET STRATEGY
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
7.03%
6 Months
7.03%
31.10%
1 Year
8.97%
52.47%
3 Years
12.56%
17.74%
5 Years
10.89%
16.38%
Since Inception
15.48%
15.58%
Fund Age
7 yrs
16 yrs 9 mo
AUM
₹3.36 Cr
₹132.42 Cr
Alpha – 1 Year
9.32%
47.75%
Alpha – 3 Years
3.56%
5.65%
Information Ratio – 3 Years
0.54
0.46
Volatility – 1 Year
8.58%
26.74%
Volatility – 3 Years
12.10%
21.32%
Beta – 1 Year
0.48
1.30
Beta – 3 Years
0.78
0.97
Sharpe Ratio – 1 Year
0.43
1.52
Sharpe Ratio – 3 Years
0.61
0.68
Worst Rolling Year
9.53%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−17.45%
−20.79%
Recovery Period
241 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
16.23%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
Top 5 Holdings
—
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 · 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%