Portfolio Management Services (PMS)Compare Schemes
NARNOLIA MULTI-ASSET STRATEGY vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
NARNOLIA MULTI-ASSET STRATEGY
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
3.40%
6 Months
7.03%
21.77%
1 Year
8.97%
16.05%
3 Years
12.56%
23.24%
5 Years
10.89%
—
Since Inception
15.48%
24.82%
Fund Age
7 yrs
3 yrs 1 mo
AUM
₹3.36 Cr
₹415.03 Cr
Alpha – 1 Year
9.32%
11.33%
Alpha – 3 Years
3.56%
11.15%
Information Ratio – 3 Years
0.54
0.72
Volatility – 1 Year
8.58%
25.50%
Volatility – 3 Years
12.10%
24.35%
Beta – 1 Year
0.48
1.34
Beta – 3 Years
0.78
1.27
Sharpe Ratio – 1 Year
0.43
0.50
Sharpe Ratio – 3 Years
0.61
0.77
Worst Rolling Year
9.53%
23.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.23 Cr
Deepest Drawdown
−17.45%
−25.33%
Recovery Period
241 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.23%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –