Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.86%
−2.26%
6 Months
0.50%
9.35%
1 Year
6.34%
10.43%
3 Years
19.74%
15.16%
5 Years
16.62%
—
Since Inception
20.10%
21.24%
Fund Age
6 yrs 1 mo
4 yrs 11 mo
AUM
₹56.91 Cr
₹16.88 Cr
Alpha – 1 Year
1.64%
8.57%
Alpha – 3 Years
7.64%
3.08%
Information Ratio – 3 Years
0.90
0.34
Volatility – 1 Year
16.52%
33.08%
Volatility – 3 Years
17.18%
27.65%
Beta – 1 Year
0.89
1.54
Beta – 3 Years
1.04
1.38
Sharpe Ratio – 1 Year
0.14
0.28
Sharpe Ratio – 3 Years
0.84
0.51
Worst Rolling Year
18.93%
12.88%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−32.66%
Recovery Period
245 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 9% · M 17% · S 71%
Number of Stocks
20
16
Portfolio P/E
27.00
48.24
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%