PMS · Equity · Mid Cap
NAFA CLEAN TECH PORTFOLIO
Fund size₹17 Cr
Alpha (3Y)3.93%
3Y return15.16%
Fund age4 yrs 11 mo
Fund Manager
Growth of₹Cr
NAFA CLEAN TECH
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
NAFA CLEAN TECH11.17%10.43%−1.23%15.16%—21.24%
Nifty 500−1.02%1.86%−0.11%12.08%—10.37%
Excess over benchmark12.19%8.57%−1.12%3.08%—10.87%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
27.65%
Benchmark approx 14.72%
A standard deviation reflecting historical swings.
Sensitivity
1.38
Beta vs benchmark 1.00 · 38% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.51
Sharpe
Excess return gained per unit of volatility.
Capture ratio
144 / 136
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −32.66% from its 16 Oct 2024 peak to a 09 Apr 2025 trough, and recovered on 19 Jun 2026 after 436 days.
Max drawdowns
−32.66%
Recovery period
436 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme16 Oct 202409 Apr 2025−32.66%175 days19 Jun 2026436 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak16 Oct 2024
Trough09 Apr 2025
Depth−32.66%
Fell over175 days
Recovered19 Jun 2026
Recovery took436 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
16
P/E ratio
48.24
P/B ratio
4.61
Dividend yield
0.13%
Avg market cap
₹26,151 Cr
Median market cap
₹8,668 Cr
Asset class
Equity
Market cap
Large cap8.74%
Mid cap16.79%
Small cap71.31%
Cash & others3.16%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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