Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.86%
−2.26%
6 Months
3.14%
9.35%
1 Year
14.41%
10.43%
3 Years
16.50%
15.16%
5 Years
—
—
Since Inception
17.99%
21.24%
Fund Age
3 yrs 2 mo
4 yrs 11 mo
AUM
₹19.19 Cr
₹16.88 Cr
Alpha – 1 Year
14.84%
8.57%
Alpha – 3 Years
7.93%
3.08%
Information Ratio – 3 Years
1.26
0.34
Volatility – 1 Year
16.65%
33.08%
Volatility – 3 Years
14.41%
27.65%
Beta – 1 Year
0.95
1.54
Beta – 3 Years
0.95
1.38
Sharpe Ratio – 1 Year
0.57
0.28
Sharpe Ratio – 3 Years
0.78
0.51
Worst Rolling Year
16.17%
12.88%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.49%
−32.66%
Recovery Period
257 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
24.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
L 9% · M 17% · S 71%
Number of Stocks
48
16
Portfolio P/E
—
48.24
Top 5 Holdings
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
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 · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%