Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
1.00%
6 Months
9.35%
7.03%
1 Year
10.43%
8.97%
3 Years
15.16%
12.56%
5 Years
—
10.89%
Since Inception
21.24%
15.48%
Fund Age
4 yrs 11 mo
7 yrs
AUM
₹16.88 Cr
₹3.36 Cr
Alpha – 1 Year
8.57%
9.32%
Alpha – 3 Years
3.08%
3.56%
Information Ratio – 3 Years
0.34
0.54
Volatility – 1 Year
33.08%
8.58%
Volatility – 3 Years
27.65%
12.10%
Beta – 1 Year
1.54
0.48
Beta – 3 Years
1.38
0.78
Sharpe Ratio – 1 Year
0.28
0.43
Sharpe Ratio – 3 Years
0.51
0.61
Worst Rolling Year
12.88%
9.53%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−32.66%
−17.45%
Recovery Period
436 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
16.23%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
—
Number of Stocks
16
—
Portfolio P/E
48.24
—
Top 5 Holdings
—
—
Top Sectors
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)
1% / 0% / 0%
1% / 0% / 0%