Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
−2.26%
6 Months
14.94%
9.35%
1 Year
8.00%
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
8.49%
21.24%
Fund Age
14 mo
4 yrs 11 mo
AUM
₹41.73 Cr
₹16.88 Cr
Alpha – 1 Year
5.02%
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
27.44%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
1.39
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
0.20
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.11%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 9% · M 17% · S 71%
Number of Stocks
49
16
Portfolio P/E
37.54
48.24
Top 5 Holdings
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%