Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.56%
−2.26%
6 Months
11.47%
9.35%
1 Year
5.40%
10.43%
3 Years
7.77%
15.16%
5 Years
—
—
Since Inception
9.99%
21.24%
Fund Age
4 yrs 9 mo
4 yrs 11 mo
AUM
₹144.91 Cr
₹16.88 Cr
Alpha – 1 Year
0.68%
8.57%
Alpha – 3 Years
−4.32%
3.08%
Information Ratio – 3 Years
0.13
0.34
Volatility – 1 Year
24.35%
33.08%
Volatility – 3 Years
20.17%
27.65%
Beta – 1 Year
1.26
1.54
Beta – 3 Years
1.11
1.38
Sharpe Ratio – 1 Year
0.11
0.28
Sharpe Ratio – 3 Years
0.39
0.51
Worst Rolling Year
7.72%
12.88%
Value at Worst Rolling Year
₹1.08 Cr
₹1.13 Cr
Deepest Drawdown
−31.10%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
24.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 4% · S 58%
L 9% · M 17% · S 71%
Number of Stocks
15
16
Portfolio P/E
50.52
48.24
Top 5 Holdings
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
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 · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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% / 1% / 0%
1% / 0% / 0%