Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
−2.26%
6 Months
7.53%
9.35%
1 Year
10.69%
10.43%
3 Years
9.96%
15.16%
5 Years
10.97%
—
Since Inception
20.53%
21.24%
Fund Age
14 yrs 7 mo
4 yrs 11 mo
AUM
₹132.39 Cr
₹16.88 Cr
Alpha – 1 Year
5.97%
8.57%
Alpha – 3 Years
−2.13%
3.08%
Information Ratio – 3 Years
-0.28
0.34
Volatility – 1 Year
20.88%
33.08%
Volatility – 3 Years
19.08%
27.65%
Beta – 1 Year
1.15
1.54
Beta – 3 Years
1.12
1.38
Sharpe Ratio – 1 Year
0.34
0.28
Sharpe Ratio – 3 Years
0.32
0.51
Worst Rolling Year
-4.87%
12.88%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−22.42%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 9% · M 17% · S 71%
Number of Stocks
23
16
Portfolio P/E
60.38
48.24
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
—
Top Sectors
—
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)
0% / 0% / 0%
1% / 0% / 0%