Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.66%
−2.26%
6 Months
−5.56%
9.35%
1 Year
34.70%
10.43%
3 Years
27.41%
15.16%
5 Years
32.51%
—
Since Inception
32.15%
21.24%
Fund Age
13 yrs 6 mo
4 yrs 11 mo
AUM
₹2,318.72 Cr
₹16.88 Cr
Alpha – 1 Year
35.05%
8.57%
Alpha – 3 Years
18.41%
3.08%
Information Ratio – 3 Years
1.03
0.34
Volatility – 1 Year
21.67%
33.08%
Volatility – 3 Years
15.53%
27.65%
Beta – 1 Year
0.28
1.54
Beta – 3 Years
0.35
1.38
Sharpe Ratio – 1 Year
1.24
0.28
Sharpe Ratio – 3 Years
1.31
0.51
Worst Rolling Year
-17.36%
12.88%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−21.72%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 9% · M 17% · S 71%
Number of Stocks
9
16
Portfolio P/E
14.68
48.24
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%