Portfolio Management Services (PMS)Compare Schemes
Narnolia - MultiCap Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Narnolia - MultiCap Strategy
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.96%
7.67%
6 Months
0.48%
27.70%
1 Year
5.92%
47.52%
3 Years
7.42%
23.98%
5 Years
7.02%
15.87%
Since Inception
14.49%
18.55%
Fund Age
14 yrs 5 mo
16 yrs 2 mo
AUM
₹332.27 Cr
₹1,022.92 Cr
Alpha – 1 Year
6.27%
42.80%
Alpha – 3 Years
−1.58%
11.89%
Information Ratio – 3 Years
-0.22
1.12
Volatility – 1 Year
17.19%
28.29%
Volatility – 3 Years
15.80%
20.76%
Beta – 1 Year
1.07
1.36
Beta – 3 Years
1.06
1.07
Sharpe Ratio – 1 Year
0.12
1.33
Sharpe Ratio – 3 Years
0.21
0.99
Worst Rolling Year
-8.23%
-4.58%
Value at Worst Rolling Year
₹0.92 Cr
₹0.95 Cr
Deepest Drawdown
−19.80%
−19.51%
Recovery Period
265 days
115 days
1-Year Rolling Windows Positive
95.19%
97.86%
Median Rolling Year
13.21%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 13% · S 28%
L 22% · M 32% · S 42%
Number of Stocks
27
26
Portfolio P/E
36.45
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%