Portfolio Management Services (PMS)Compare Schemes
Narnolia - MultiCap Strategy vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Narnolia - MultiCap Strategy
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.96%
7.03%
6 Months
0.48%
31.10%
1 Year
5.92%
52.47%
3 Years
7.42%
17.74%
5 Years
7.02%
16.38%
Since Inception
14.49%
15.58%
Fund Age
14 yrs 5 mo
16 yrs 9 mo
AUM
₹332.27 Cr
₹132.42 Cr
Alpha – 1 Year
6.27%
47.75%
Alpha – 3 Years
−1.58%
5.65%
Information Ratio – 3 Years
-0.22
0.46
Volatility – 1 Year
17.19%
26.74%
Volatility – 3 Years
15.80%
21.32%
Beta – 1 Year
1.07
1.30
Beta – 3 Years
1.06
0.97
Sharpe Ratio – 1 Year
0.12
1.52
Sharpe Ratio – 3 Years
0.21
0.68
Worst Rolling Year
-8.23%
-15.93%
Value at Worst Rolling Year
₹0.92 Cr
₹0.84 Cr
Deepest Drawdown
−19.80%
−20.79%
Recovery Period
265 days
134 days
1-Year Rolling Windows Positive
95.19%
89.14%
Median Rolling Year
13.21%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 58% · M 13% · S 28%
M 9% · S 83%
Number of Stocks
27
26
Portfolio P/E
36.45
31.63
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%
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 · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%