Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
−0.96%
6 Months
9.35%
0.48%
1 Year
10.43%
5.92%
3 Years
15.16%
7.42%
5 Years
—
7.02%
Since Inception
21.24%
14.49%
Fund Age
4 yrs 11 mo
14 yrs 5 mo
AUM
₹16.88 Cr
₹332.27 Cr
Alpha – 1 Year
8.57%
6.27%
Alpha – 3 Years
3.08%
−1.58%
Information Ratio – 3 Years
0.34
-0.22
Volatility – 1 Year
33.08%
17.19%
Volatility – 3 Years
27.65%
15.80%
Beta – 1 Year
1.54
1.07
Beta – 3 Years
1.38
1.06
Sharpe Ratio – 1 Year
0.28
0.12
Sharpe Ratio – 3 Years
0.51
0.21
Worst Rolling Year
12.88%
-8.23%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−32.66%
−19.80%
Recovery Period
436 days
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
24.61%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 58% · M 13% · S 28%
Number of Stocks
16
27
Portfolio P/E
48.24
36.45
Top 5 Holdings
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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%