Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Ten Trillion Opportunities vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Ten Trillion Opportunities
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.87%
−2.26%
6 Months
30.77%
9.35%
1 Year
28.96%
10.43%
3 Years
24.68%
15.16%
5 Years
24.06%
—
Since Inception
19.53%
21.24%
Fund Age
8 yrs 8 mo
4 yrs 11 mo
AUM
₹11.41 Cr
₹16.88 Cr
Alpha – 1 Year
24.24%
8.57%
Alpha – 3 Years
12.59%
3.08%
Information Ratio – 3 Years
0.80
0.34
Volatility – 1 Year
25.13%
33.08%
Volatility – 3 Years
25.00%
27.65%
Beta – 1 Year
1.30
1.54
Beta – 3 Years
1.32
1.38
Sharpe Ratio – 1 Year
0.92
0.28
Sharpe Ratio – 3 Years
0.80
0.51
Worst Rolling Year
4.85%
12.88%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−27.69%
−32.66%
Recovery Period
472 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.03%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 10% · S 86%
L 9% · M 17% · S 71%
Number of Stocks
19
16
Portfolio P/E
28.00
48.24
Top 5 Holdings
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
—
Top Sectors
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%