Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
−2.26%
6 Months
19.63%
9.35%
1 Year
10.64%
10.43%
3 Years
12.35%
15.16%
5 Years
10.14%
—
Since Inception
15.37%
21.24%
Fund Age
7 yrs 4 mo
4 yrs 11 mo
AUM
₹270.22 Cr
₹16.88 Cr
Alpha – 1 Year
5.92%
8.57%
Alpha – 3 Years
0.26%
3.08%
Information Ratio – 3 Years
0.03
0.34
Volatility – 1 Year
18.45%
33.08%
Volatility – 3 Years
15.68%
27.65%
Beta – 1 Year
0.92
1.54
Beta – 3 Years
0.90
1.38
Sharpe Ratio – 1 Year
0.35
0.28
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
6.65%
12.88%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−22.78%
−32.66%
Recovery Period
153 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 9% · M 17% · S 71%
Number of Stocks
44
16
Portfolio P/E
41.34
48.24
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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
—
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%