Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.37%
−2.26%
6 Months
−0.19%
9.35%
1 Year
10.10%
10.43%
3 Years
12.11%
15.16%
5 Years
13.02%
—
Since Inception
22.34%
21.24%
Fund Age
5 yrs 10 mo
4 yrs 11 mo
AUM
₹7,768.91 Cr
₹16.88 Cr
Alpha – 1 Year
5.38%
8.57%
Alpha – 3 Years
0.02%
3.08%
Information Ratio – 3 Years
0.42
0.34
Volatility – 1 Year
16.46%
33.08%
Volatility – 3 Years
14.48%
27.65%
Beta – 1 Year
0.92
1.54
Beta – 3 Years
0.91
1.38
Sharpe Ratio – 1 Year
0.41
0.28
Sharpe Ratio – 3 Years
0.62
0.51
Worst Rolling Year
10.43%
12.88%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−20.45%
−32.66%
Recovery Period
240 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 9% · M 17% · S 71%
Number of Stocks
25
16
Portfolio P/E
28.28
48.24
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
—
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
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)
1.5% / 0% / 0%
1% / 0% / 0%