Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.12%
−2.26%
6 Months
−4.71%
9.35%
1 Year
−3.08%
10.43%
3 Years
0.90%
15.16%
5 Years
2.23%
—
Since Inception
3.05%
21.24%
Fund Age
8 yrs 1 mo
4 yrs 11 mo
AUM
₹0.38 Cr
₹16.88 Cr
Alpha – 1 Year
−2.73%
8.57%
Alpha – 3 Years
−8.10%
3.08%
Information Ratio – 3 Years
-0.39
0.34
Volatility – 1 Year
6.90%
33.08%
Volatility – 3 Years
8.35%
27.65%
Beta – 1 Year
0.35
1.54
Beta – 3 Years
0.40
1.38
Sharpe Ratio – 1 Year
-1.18
0.28
Sharpe Ratio – 3 Years
-0.31
0.51
Worst Rolling Year
0.90%
12.88%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−16.09%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
—
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)
3% / 2% / 1%
1% / 0% / 0%