Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
−2.26%
6 Months
6.20%
9.35%
1 Year
9.45%
10.43%
3 Years
11.74%
15.16%
5 Years
—
—
Since Inception
12.77%
21.24%
Fund Age
3 yrs 7 mo
4 yrs 11 mo
AUM
₹223.43 Cr
₹16.88 Cr
Alpha – 1 Year
9.88%
8.57%
Alpha – 3 Years
3.17%
3.08%
Information Ratio – 3 Years
0.40
0.34
Volatility – 1 Year
16.24%
33.08%
Volatility – 3 Years
16.22%
27.65%
Beta – 1 Year
0.89
1.54
Beta – 3 Years
1.02
1.38
Sharpe Ratio – 1 Year
0.30
0.28
Sharpe Ratio – 3 Years
0.44
0.51
Worst Rolling Year
11.49%
12.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−24.20%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
24.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 9% · M 17% · S 71%
Number of Stocks
96
16
Portfolio P/E
27.01
48.24
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
—
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%