Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
−2.26%
6 Months
10.76%
9.35%
1 Year
8.14%
10.43%
3 Years
7.76%
15.16%
5 Years
10.03%
—
Since Inception
11.69%
21.24%
Fund Age
6 yrs 8 mo
4 yrs 11 mo
AUM
₹87.23 Cr
₹16.88 Cr
Alpha – 1 Year
8.57%
8.57%
Alpha – 3 Years
−0.81%
3.08%
Information Ratio – 3 Years
0.02
0.34
Volatility – 1 Year
23.09%
33.08%
Volatility – 3 Years
18.26%
27.65%
Beta – 1 Year
1.29
1.54
Beta – 3 Years
1.11
1.38
Sharpe Ratio – 1 Year
0.21
0.28
Sharpe Ratio – 3 Years
0.22
0.51
Worst Rolling Year
6.59%
12.88%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−25.42%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 9% · M 17% · S 71%
Number of Stocks
41
16
Portfolio P/E
25.23
48.24
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%