Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.25%
−2.26%
6 Months
3.36%
9.35%
1 Year
7.71%
10.43%
3 Years
10.42%
15.16%
5 Years
9.09%
—
Since Inception
10.42%
21.24%
Fund Age
16 yrs 11 mo
4 yrs 11 mo
AUM
₹257.93 Cr
₹16.88 Cr
Alpha – 1 Year
0.40%
8.57%
Alpha – 3 Years
2.97%
3.08%
Information Ratio – 3 Years
2.62
0.34
Volatility – 1 Year
1.99%
33.08%
Volatility – 3 Years
1.94%
27.65%
Beta – 1 Year
0.35
1.54
Beta – 3 Years
0.35
1.38
Sharpe Ratio – 1 Year
1.45
0.28
Sharpe Ratio – 3 Years
3.79
0.51
Worst Rolling Year
7.00%
12.88%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
—
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)
0% / 0% / 0%
1% / 0% / 0%