Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.64%
−2.26%
6 Months
21.51%
9.35%
1 Year
15.87%
10.43%
3 Years
14.38%
15.16%
5 Years
17.96%
—
Since Inception
16.82%
21.24%
Fund Age
8 yrs 9 mo
4 yrs 11 mo
AUM
₹1,503.25 Cr
₹16.88 Cr
Alpha – 1 Year
11.15%
8.57%
Alpha – 3 Years
2.29%
3.08%
Information Ratio – 3 Years
0.39
0.34
Volatility – 1 Year
27.51%
33.08%
Volatility – 3 Years
22.70%
27.65%
Beta – 1 Year
1.48
1.54
Beta – 3 Years
1.25
1.38
Sharpe Ratio – 1 Year
0.47
0.28
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
1.64%
12.88%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−32.66%
Recovery Period
122 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 9% · M 17% · S 71%
Number of Stocks
17
16
Portfolio P/E
—
48.24
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
—
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%