Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
−2.26%
6 Months
12.32%
9.35%
1 Year
—
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
13.81%
21.24%
Fund Age
8 mo
4 yrs 11 mo
AUM
₹279.09 Cr
₹16.88 Cr
Alpha – 1 Year
—
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
—
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
—
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
—
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 34% · S 23%
L 9% · M 17% · S 71%
Number of Stocks
40
16
Portfolio P/E
19.53
48.24
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
—
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
1% / 0% / 0%