Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.53%
−2.26%
6 Months
18.13%
9.35%
1 Year
13.15%
10.43%
3 Years
14.12%
15.16%
5 Years
11.96%
—
Since Inception
13.25%
21.24%
Fund Age
5 yrs 1 mo
4 yrs 11 mo
AUM
₹77.09 Cr
₹16.88 Cr
Alpha – 1 Year
10.17%
8.57%
Alpha – 3 Years
2.24%
3.08%
Information Ratio – 3 Years
0.36
0.34
Volatility – 1 Year
23.76%
33.08%
Volatility – 3 Years
19.81%
27.65%
Beta – 1 Year
1.23
1.54
Beta – 3 Years
1.14
1.38
Sharpe Ratio – 1 Year
0.40
0.28
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
8.04%
12.88%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−27.15%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
L 9% · M 17% · S 71%
Number of Stocks
20
16
Portfolio P/E
52.66
48.24
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%