Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
3.12%
6 Months
9.35%
20.18%
1 Year
10.43%
17.30%
3 Years
15.16%
18.32%
5 Years
—
—
Since Inception
21.24%
21.17%
Fund Age
4 yrs 11 mo
3 yrs 2 mo
AUM
₹16.88 Cr
₹171.55 Cr
Alpha – 1 Year
8.57%
12.58%
Alpha – 3 Years
3.08%
6.23%
Information Ratio – 3 Years
0.34
0.82
Volatility – 1 Year
33.08%
24.39%
Volatility – 3 Years
27.65%
21.61%
Beta – 1 Year
1.54
1.30
Beta – 3 Years
1.38
1.25
Sharpe Ratio – 1 Year
0.28
0.55
Sharpe Ratio – 3 Years
0.51
0.70
Worst Rolling Year
12.88%
18.30%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−32.66%
−26.88%
Recovery Period
436 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 17% · S 71%
L 4% · M 4% · S 88%
Number of Stocks
16
82
Portfolio P/E
48.24
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%