Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.22%
−2.26%
6 Months
21.55%
9.35%
1 Year
12.76%
10.43%
3 Years
17.77%
15.16%
5 Years
17.56%
—
Since Inception
17.72%
21.24%
Fund Age
6 yrs 8 mo
4 yrs 11 mo
AUM
₹42.03 Cr
₹16.88 Cr
Alpha – 1 Year
8.04%
8.57%
Alpha – 3 Years
5.68%
3.08%
Information Ratio – 3 Years
0.47
0.34
Volatility – 1 Year
28.82%
33.08%
Volatility – 3 Years
20.90%
27.65%
Beta – 1 Year
1.51
1.54
Beta – 3 Years
1.13
1.38
Sharpe Ratio – 1 Year
0.37
0.28
Sharpe Ratio – 3 Years
0.64
0.51
Worst Rolling Year
11.09%
12.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−23.45%
−32.66%
Recovery Period
91 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
—
Top Sectors
—
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%