Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.32%
−2.26%
6 Months
1.97%
9.35%
1 Year
4.21%
10.43%
3 Years
4.52%
15.16%
5 Years
4.00%
—
Since Inception
3.68%
21.24%
Fund Age
5 yrs 7 mo
4 yrs 11 mo
AUM
₹36.08 Cr
₹16.88 Cr
Alpha – 1 Year
−1.09%
8.57%
Alpha – 3 Years
−2.40%
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
0.13%
33.08%
Volatility – 3 Years
0.18%
27.65%
Beta – 1 Year
0.00
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
-8.15
0.28
Sharpe Ratio – 3 Years
-4.58
0.51
Worst Rolling Year
2.94%
12.88%
Value at Worst Rolling Year
₹1.03 Cr
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
1
16
Portfolio P/E
—
48.24
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
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% / 0% / 0%
1% / 0% / 0%