Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.17%
−2.26%
6 Months
3.92%
9.35%
1 Year
9.29%
10.43%
3 Years
14.80%
15.16%
5 Years
9.78%
—
Since Inception
14.35%
21.24%
Fund Age
5 yrs 5 mo
4 yrs 11 mo
AUM
₹95.56 Cr
₹16.88 Cr
Alpha – 1 Year
9.72%
8.57%
Alpha – 3 Years
6.23%
3.08%
Information Ratio – 3 Years
0.76
0.34
Volatility – 1 Year
16.82%
33.08%
Volatility – 3 Years
15.81%
27.65%
Beta – 1 Year
1.02
1.54
Beta – 3 Years
0.98
1.38
Sharpe Ratio – 1 Year
0.29
0.28
Sharpe Ratio – 3 Years
0.61
0.51
Worst Rolling Year
5.26%
12.88%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−20.60%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 33% · S 10%
L 9% · M 17% · S 71%
Number of Stocks
59
16
Portfolio P/E
34.30
48.24
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%