Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
−2.26%
6 Months
7.57%
9.35%
1 Year
24.83%
10.43%
3 Years
11.31%
15.16%
5 Years
11.03%
—
Since Inception
14.72%
21.24%
Fund Age
7 yrs 4 mo
4 yrs 11 mo
AUM
₹2.98 Cr
₹16.88 Cr
Alpha – 1 Year
20.11%
8.57%
Alpha – 3 Years
−0.77%
3.08%
Information Ratio – 3 Years
-0.21
0.34
Volatility – 1 Year
23.09%
33.08%
Volatility – 3 Years
22.29%
27.65%
Beta – 1 Year
1.17
1.54
Beta – 3 Years
1.15
1.38
Sharpe Ratio – 1 Year
0.85
0.28
Sharpe Ratio – 3 Years
0.40
0.51
Worst Rolling Year
5.08%
12.88%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−34.65%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 9% · M 17% · S 71%
Number of Stocks
10
16
Portfolio P/E
24.78
48.24
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
—
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
1% / 0% / 0%