Strategy performance
Narnolia Ethical -S1
Narnolia Financial Services Limited · AUM ₹0.46 Cr · as of Jun 2026
Our read
₹100 grew to ₹87.4 since inception (−7.1% CAGR), behind its filed benchmark on the same window, with a max drawdown of −20.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
−5.3% vs benchmark
Since inception
−7.1%
Max drawdown
−20.2%
Volatility
+17.1%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Narnolia Ethical -S1₹87.4Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.9% | +1.8% | −11.7% | +12.9% | −2.1% | −1.1% | −7.5% | ||||||
| 2025 | −4.2% | −8.4% | +5.9% | +0.4% | +4.3% | +2.7% | −3.0% | −0.5% | +0.1% | +2.4% | −0.6% | −1.8% | −3.4% |
| 2024 | +0.1% | −1.6% | +0.1% | −0.7% | −2.2% |
Metrics
Tearsheet- 1M return
- −1.1%
- 3M return
- +9.4%
- 6M return
- −7.5%
- 1Y return
- −10.7%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- −7.1%
- Total return
- −12.6%
- Average month
- −0.5%
- Median month
- −0.6%
- Average up month
- +3.1%
- Best month
- +13.0%
- Best rolling 12M
- +5.3%
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 Ethical -S1 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Narnolia Ethical -S1 performed?
- Narnolia Ethical -S1 (Narnolia Financial Services Limited) shows CAGR -7.07% and max drawdown -20.18% 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 Ethical -S1 CAGR / max drawdown?
- CAGR is -7.07%; max drawdown is -20.18%. We only publish CAGR when there are enough months (≥12 on this track of 22 months). Learn more
- Where do Narnolia Ethical -S1 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 Ethical -S1?
- 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