Portfolio Management Services (PMS)Compare Schemes
NARNOLIA MULTI-ASSET STRATEGY vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
NARNOLIA MULTI-ASSET STRATEGY
Tamohara - Q Strategy
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%
−0.46%
6 Months
7.03%
6.77%
1 Year
8.97%
7.38%
3 Years
12.56%
9.03%
5 Years
10.89%
—
Since Inception
15.48%
10.29%
Fund Age
7 yrs
4 yrs 2 mo
AUM
₹3.36 Cr
₹9.69 Cr
Alpha – 1 Year
9.32%
7.73%
Alpha – 3 Years
3.56%
0.04%
Information Ratio – 3 Years
0.54
0.09
Volatility – 1 Year
8.58%
17.08%
Volatility – 3 Years
12.10%
16.18%
Beta – 1 Year
0.48
0.95
Beta – 3 Years
0.78
1.08
Sharpe Ratio – 1 Year
0.43
0.20
Sharpe Ratio – 3 Years
0.61
0.33
Worst Rolling Year
9.53%
7.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−17.45%
−24.88%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.23%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
—
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –