Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.39%
−2.26%
6 Months
10.60%
9.35%
1 Year
2.51%
10.43%
3 Years
7.68%
15.16%
5 Years
9.38%
—
Since Inception
10.51%
21.24%
Fund Age
9 yrs 6 mo
4 yrs 11 mo
AUM
₹804.15 Cr
₹16.88 Cr
Alpha – 1 Year
2.94%
8.57%
Alpha – 3 Years
−0.89%
3.08%
Information Ratio – 3 Years
-0.08
0.34
Volatility – 1 Year
21.76%
33.08%
Volatility – 3 Years
17.30%
27.65%
Beta – 1 Year
1.23
1.54
Beta – 3 Years
1.08
1.38
Sharpe Ratio – 1 Year
-0.04
0.28
Sharpe Ratio – 3 Years
0.20
0.51
Worst Rolling Year
-3.22%
12.88%
Value at Worst Rolling Year
₹0.97 Cr
₹1.13 Cr
Deepest Drawdown
−26.72%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 9% · M 17% · S 71%
Number of Stocks
42
16
Portfolio P/E
35.23
48.24
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
1% / 0% / 0%