Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.17%
−2.26%
6 Months
19.62%
9.35%
1 Year
12.19%
10.43%
3 Years
23.51%
15.16%
5 Years
13.96%
—
Since Inception
23.13%
21.24%
Fund Age
6 yrs 7 mo
4 yrs 11 mo
AUM
₹2,332.81 Cr
₹16.88 Cr
Alpha – 1 Year
9.21%
8.57%
Alpha – 3 Years
11.63%
3.08%
Information Ratio – 3 Years
0.83
0.34
Volatility – 1 Year
26.11%
33.08%
Volatility – 3 Years
21.82%
27.65%
Beta – 1 Year
1.32
1.54
Beta – 3 Years
1.14
1.38
Sharpe Ratio – 1 Year
0.33
0.28
Sharpe Ratio – 3 Years
0.83
0.51
Worst Rolling Year
12.50%
12.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−24.27%
−32.66%
Recovery Period
461 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
L 9% · M 17% · S 71%
Number of Stocks
33
16
Portfolio P/E
52.72
48.24
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%