Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.99%
−2.26%
6 Months
26.63%
9.35%
1 Year
16.86%
10.43%
3 Years
13.24%
15.16%
5 Years
17.56%
—
Since Inception
16.65%
21.24%
Fund Age
10 yrs 1 mo
4 yrs 11 mo
AUM
₹11.38 Cr
₹16.88 Cr
Alpha – 1 Year
12.14%
8.57%
Alpha – 3 Years
1.15%
3.08%
Information Ratio – 3 Years
0.20
0.34
Volatility – 1 Year
29.32%
33.08%
Volatility – 3 Years
24.13%
27.65%
Beta – 1 Year
1.44
1.54
Beta – 3 Years
1.15
1.38
Sharpe Ratio – 1 Year
0.48
0.28
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
-10.45%
12.88%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−32.02%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 9% · M 17% · S 71%
Number of Stocks
28
16
Portfolio P/E
41.96
48.24
Top 5 Holdings
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
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 · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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)
2% / 0% / 0%
1% / 0% / 0%