Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift 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
4.38%
−2.26%
6 Months
19.54%
9.35%
1 Year
15.57%
10.43%
3 Years
20.08%
15.16%
5 Years
21.78%
—
Since Inception
32.33%
21.24%
Fund Age
5 yrs 10 mo
4 yrs 11 mo
AUM
₹5,864.1 Cr
₹16.88 Cr
Alpha – 1 Year
10.85%
8.57%
Alpha – 3 Years
8.00%
3.08%
Information Ratio – 3 Years
1.40
0.34
Volatility – 1 Year
22.27%
33.08%
Volatility – 3 Years
21.12%
27.65%
Beta – 1 Year
1.15
1.54
Beta – 3 Years
1.14
1.38
Sharpe Ratio – 1 Year
0.52
0.28
Sharpe Ratio – 3 Years
0.73
0.51
Worst Rolling Year
20.10%
12.88%
Value at Worst Rolling Year
₹1.20 Cr
₹1.13 Cr
Deepest Drawdown
−21.05%
−32.66%
Recovery Period
487 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.25%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 9% · M 17% · S 71%
Number of Stocks
38
16
Portfolio P/E
29.00
48.24
Top 5 Holdings
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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
—
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)
1% / 0% / 0%
1% / 0% / 0%