Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.79%
−2.26%
6 Months
10.53%
9.35%
1 Year
15.92%
10.43%
3 Years
22.93%
15.16%
5 Years
18.33%
—
Since Inception
17.15%
21.24%
Fund Age
16 yrs 10 mo
4 yrs 11 mo
AUM
₹767.31 Cr
₹16.88 Cr
Alpha – 1 Year
11.20%
8.57%
Alpha – 3 Years
10.84%
3.08%
Information Ratio – 3 Years
1.21
0.34
Volatility – 1 Year
20.11%
33.08%
Volatility – 3 Years
18.00%
27.65%
Beta – 1 Year
1.06
1.54
Beta – 3 Years
1.03
1.38
Sharpe Ratio – 1 Year
0.57
0.28
Sharpe Ratio – 3 Years
0.95
0.51
Worst Rolling Year
-14.86%
12.88%
Value at Worst Rolling Year
₹0.85 Cr
₹1.13 Cr
Deepest Drawdown
−20.27%
−32.66%
Recovery Period
94 days
436 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
24.61%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 9% · M 17% · S 71%
Number of Stocks
41
16
Portfolio P/E
36.67
48.24
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%