Portfolio Management Services (PMS)Compare Schemes
360 One - Multicap PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
360 One - Multicap PMS
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.44%
−2.26%
6 Months
6.72%
9.35%
1 Year
6.72%
10.43%
3 Years
10.90%
15.16%
5 Years
9.13%
—
Since Inception
19.57%
21.24%
Fund Age
12 yrs 9 mo
4 yrs 11 mo
AUM
₹2,994.73 Cr
₹16.88 Cr
Alpha – 1 Year
2.00%
8.57%
Alpha – 3 Years
−1.19%
3.08%
Information Ratio – 3 Years
-0.24
0.34
Volatility – 1 Year
19.20%
33.08%
Volatility – 3 Years
15.82%
27.65%
Beta – 1 Year
1.05
1.54
Beta – 3 Years
0.99
1.38
Sharpe Ratio – 1 Year
0.16
0.28
Sharpe Ratio – 3 Years
0.40
0.51
Worst Rolling Year
-6.55%
12.88%
Value at Worst Rolling Year
₹0.93 Cr
₹1.13 Cr
Deepest Drawdown
−21.47%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
96.49%
100.00%
Median Rolling Year
13.94%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 7% · S 38%
L 9% · M 17% · S 71%
Number of Stocks
43
16
Portfolio P/E
33.53
48.24
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Cash & Cash Equivalent · 5.27%
Bharti Airtel Ltd · 5.16%
Indus Towers Ltd · 5.12%
Tata Motors Ltd · 3.93%
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 · 31.30%
Capital Goods · 14.58%
Telecommunication · 13.21%
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)
3% / 2% / 1%
1% / 0% / 0%