Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.54%
−2.26%
6 Months
−5.38%
9.35%
1 Year
−6.70%
10.43%
3 Years
7.98%
15.16%
5 Years
—
—
Since Inception
7.98%
21.24%
Fund Age
2 yrs 11 mo
4 yrs 11 mo
AUM
₹7.31 Cr
₹16.88 Cr
Alpha – 1 Year
−6.35%
8.57%
Alpha – 3 Years
−1.02%
3.08%
Information Ratio – 3 Years
-0.08
0.34
Volatility – 1 Year
17.44%
33.08%
Volatility – 3 Years
15.65%
27.65%
Beta – 1 Year
1.08
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
-0.61
0.28
Sharpe Ratio – 3 Years
0.22
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−21.15%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 9% · M 17% · S 71%
Number of Stocks
66
16
Portfolio P/E
27.03
48.24
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
—
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%