Portfolio Management Services (PMS)Compare Schemes
360 One - Phoenix PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
360 One - Phoenix 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
1.34%
−2.26%
6 Months
2.71%
9.35%
1 Year
5.45%
10.43%
3 Years
14.06%
15.16%
5 Years
15.00%
—
Since Inception
17.25%
21.24%
Fund Age
5 yrs 7 mo
4 yrs 11 mo
AUM
₹1,730.04 Cr
₹16.88 Cr
Alpha – 1 Year
0.73%
8.57%
Alpha – 3 Years
1.97%
3.08%
Information Ratio – 3 Years
0.51
0.34
Volatility – 1 Year
16.94%
33.08%
Volatility – 3 Years
15.35%
27.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
0.96
1.38
Sharpe Ratio – 1 Year
0.08
0.28
Sharpe Ratio – 3 Years
0.63
0.51
Worst Rolling Year
13.41%
12.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−19.90%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.28%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 15% · S 36%
L 9% · M 17% · S 71%
Number of Stocks
52
16
Portfolio P/E
30.45
48.24
Top 5 Holdings
HDFC Bank Ltd · 5.56%
Axis Bank Ltd · 4.41%
Bharti Airtel Ltd · 3.79%
Tata Motors Ltd · 3.71%
Kotak Mahindra Bank Ltd · 3.60%
—
Top Sectors
Financial Services · 26.57%
Capital Goods · 12.10%
Telecommunication · 8.78%
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%