Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.25%
−2.26%
6 Months
15.19%
9.35%
1 Year
3.21%
10.43%
3 Years
19.65%
15.16%
5 Years
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—
Since Inception
25.09%
21.24%
Fund Age
3 yrs 5 mo
4 yrs 11 mo
AUM
₹4,148.34 Cr
₹16.88 Cr
Alpha – 1 Year
0.23%
8.57%
Alpha – 3 Years
7.77%
3.08%
Information Ratio – 3 Years
0.62
0.34
Volatility – 1 Year
21.54%
33.08%
Volatility – 3 Years
22.15%
27.65%
Beta – 1 Year
1.06
1.54
Beta – 3 Years
1.15
1.38
Sharpe Ratio – 1 Year
-0.01
0.28
Sharpe Ratio – 3 Years
0.68
0.51
Worst Rolling Year
19.49%
12.88%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−27.91%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
24.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
L 9% · M 17% · S 71%
Number of Stocks
26
16
Portfolio P/E
55.82
48.24
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%