Strategy performance
NARNOLIA MULTI-ASSET STRATEGY
Narnolia Financial Services Limited · AUM ₹3.36 Cr · as of Jun 2026
Our read
₹100 grew to ₹160.2 since inception (+11.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −16.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.0%
+2.1% vs benchmark
Since inception
+11.0%
Max drawdown
−16.5%
Volatility
+12.2%
Peer position
Loading peer ranks…
Performance
NARNOLIA MULTI-ASSET STRATEGY₹160.2Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.1% | +0.8% | −3.8% | +4.9% | +0.5% | +3.1% | +2.1% | ||||||
| 2025 | −4.3% | −7.5% | +7.2% | +3.4% | +3.7% | +3.5% | −1.8% | −0.7% | +0.4% | +3.4% | +0.8% | −0.3% | +7.2% |
| 2024 | +1.6% | +1.9% | +1.2% | +3.1% | −3.1% | +7.4% | +3.6% | +1.5% | +2.1% | −5.7% | +0.7% | −0.7% | +13.9% |
| 2023 | −2.4% | −1.4% | −0.1% | +3.3% | +3.5% | +4.2% | +3.6% | +0.1% | +1.6% | −2.7% | +6.4% | +6.2% | +24.1% |
| 2022 | −0.6% | −3.7% | +2.8% | −1.3% | −3.4% | −4.2% | +9.1% | +3.7% | −1.7% | +3.8% | +2.5% | −2.6% | +3.5% |
Metrics
Tearsheet- 1M return
- +3.1%
- 3M return
- +8.8%
- 6M return
- +2.1%
- 1Y return
- +3.9%
- 2Y CAGR
- +5.3%
- 3Y CAGR
- +13.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +11.0%
- Total return
- +60.2%
- Average month
- +0.9%
- Median month
- +1.0%
- Average up month
- +3.2%
- Best month
- +9.1%
- Best rolling 12M
- +35.3%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
NARNOLIA MULTI-ASSET STRATEGY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has NARNOLIA MULTI-ASSET STRATEGY performed?
- NARNOLIA MULTI-ASSET STRATEGY (Narnolia Financial Services Limited) shows CAGR 11.05% and max drawdown -16.49% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is NARNOLIA MULTI-ASSET STRATEGY CAGR / max drawdown?
- CAGR is 11.05%; max drawdown is -16.49%. We only publish CAGR when there are enough months (≥12 on this track of 54 months). Learn more
- Where do NARNOLIA MULTI-ASSET STRATEGY returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite NARNOLIA MULTI-ASSET STRATEGY?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more