Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
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
5.18%
−2.26%
6 Months
19.69%
9.35%
1 Year
25.97%
10.43%
3 Years
17.02%
15.16%
5 Years
—
—
Since Inception
24.02%
21.24%
Fund Age
4 yrs 2 mo
4 yrs 11 mo
AUM
₹101.01 Cr
₹16.88 Cr
Alpha – 1 Year
21.25%
8.57%
Alpha – 3 Years
4.93%
3.08%
Information Ratio – 3 Years
0.46
0.34
Volatility – 1 Year
21.63%
33.08%
Volatility – 3 Years
19.42%
27.65%
Beta – 1 Year
1.10
1.54
Beta – 3 Years
1.04
1.38
Sharpe Ratio – 1 Year
0.93
0.28
Sharpe Ratio – 3 Years
0.65
0.51
Worst Rolling Year
16.82%
12.88%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−20.44%
−32.66%
Recovery Period
365 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 26% · M 14% · S 51%
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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%