Portfolio Management Services (PMS)Compare Schemes
Narnolia - MultiCap Strategy vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Narnolia - MultiCap Strategy
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.96%
4.94%
6 Months
0.48%
11.49%
1 Year
5.92%
3.89%
3 Years
7.42%
8.19%
5 Years
7.02%
11.02%
Since Inception
14.49%
10.97%
Fund Age
14 yrs 5 mo
13 yrs 8 mo
AUM
₹332.27 Cr
₹360.51 Cr
Alpha – 1 Year
6.27%
0.91%
Alpha – 3 Years
−1.58%
−3.69%
Information Ratio – 3 Years
-0.22
-0.18
Volatility – 1 Year
17.19%
23.04%
Volatility – 3 Years
15.80%
19.34%
Beta – 1 Year
1.07
1.26
Beta – 3 Years
1.06
1.17
Sharpe Ratio – 1 Year
0.12
0.04
Sharpe Ratio – 3 Years
0.21
0.30
Worst Rolling Year
-8.23%
-8.10%
Value at Worst Rolling Year
₹0.92 Cr
₹0.92 Cr
Deepest Drawdown
−19.80%
−30.43%
Recovery Period
265 days
Not yet recovered
1-Year Rolling Windows Positive
95.19%
95.59%
Median Rolling Year
13.21%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 13% · S 28%
L 38% · M 28% · S 33%
Number of Stocks
27
29
Portfolio P/E
36.45
37.17
Top 5 Holdings
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%