Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
ASK Strategic
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.77%
−2.26%
6 Months
−2.32%
9.35%
1 Year
−4.30%
10.43%
3 Years
4.86%
15.16%
5 Years
5.12%
—
Since Inception
13.15%
21.24%
Fund Age
16 yrs 7 mo
4 yrs 11 mo
AUM
₹21.07 Cr
₹16.88 Cr
Alpha – 1 Year
−7.28%
8.57%
Alpha – 3 Years
−7.02%
3.08%
Information Ratio – 3 Years
-1.10
0.34
Volatility – 1 Year
16.85%
33.08%
Volatility – 3 Years
18.06%
27.65%
Beta – 1 Year
0.95
1.54
Beta – 3 Years
1.07
1.38
Sharpe Ratio – 1 Year
-0.50
0.28
Sharpe Ratio – 3 Years
0.05
0.51
Worst Rolling Year
-4.57%
12.88%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−24.09%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 9% · M 17% · S 71%
Number of Stocks
34
16
Portfolio P/E
41.34
48.24
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%