Strategy performance
NARNOLIA 5TX5T
Narnolia Financial Services Limited · AUM ₹57.3 Cr · as of Jun 2026
Our read
₹100 grew to ₹141.2 since inception (+8.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −19.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.2%
+0.4% vs benchmark
Since inception
+8.0%
Max drawdown
−19.2%
Volatility
+14.4%
Peer position
Loading peer ranks…
Performance
NARNOLIA 5TX5T₹141.2Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.8% | +0.8% | −9.5% | +8.6% | −1.3% | +2.5% | −1.7% | ||||||
| 2025 | −6.7% | −7.9% | +8.0% | +2.4% | +3.1% | +3.5% | −1.9% | −0.4% | +1.6% | +3.0% | +0.5% | −1.2% | +2.7% |
| 2024 | +0.7% | +2.7% | +2.1% | +4.1% | −1.9% | +9.1% | +2.3% | +1.7% | +1.1% | −5.0% | −0.0% | −0.9% | +16.3% |
| 2023 | −2.5% | −0.6% | +0.4% | +3.5% | +3.5% | +7.2% | +4.5% | −0.7% | +0.9% | −1.9% | +5.9% | +4.7% | +27.2% |
| 2022 | +0.3% | −8.6% | +0.8% | −2.9% | −4.7% | −3.5% | +9.6% | +2.9% | −0.9% | +3.5% | +2.0% | −3.0% | −5.5% |
Metrics
Tearsheet- 1M return
- +2.5%
- 3M return
- +9.8%
- 6M return
- −1.7%
- 1Y return
- −0.2%
- 2Y CAGR
- −0.1%
- 3Y CAGR
- +10.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +8.0%
- Total return
- +41.2%
- Average month
- +0.7%
- Median month
- +0.8%
- Average up month
- +3.3%
- Best month
- +9.6%
- Best rolling 12M
- +38.8%
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 5TX5T performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has NARNOLIA 5TX5T performed?
- NARNOLIA 5TX5T (Narnolia Financial Services Limited) shows CAGR 7.97% and max drawdown -19.23% 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 5TX5T CAGR / max drawdown?
- CAGR is 7.97%; max drawdown is -19.23%. We only publish CAGR when there are enough months (≥12 on this track of 54 months). Learn more
- Where do NARNOLIA 5TX5T 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 5TX5T?
- 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