Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
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
3.57%
−2.26%
6 Months
13.27%
9.35%
1 Year
19.25%
10.43%
3 Years
19.26%
15.16%
5 Years
12.69%
—
Since Inception
18.49%
21.24%
Fund Age
7 yrs 3 mo
4 yrs 11 mo
AUM
₹40.18 Cr
₹16.88 Cr
Alpha – 1 Year
14.53%
8.57%
Alpha – 3 Years
7.17%
3.08%
Information Ratio – 3 Years
0.70
0.34
Volatility – 1 Year
26.49%
33.08%
Volatility – 3 Years
18.75%
27.65%
Beta – 1 Year
1.37
1.54
Beta – 3 Years
1.06
1.38
Sharpe Ratio – 1 Year
0.59
0.28
Sharpe Ratio – 3 Years
0.71
0.51
Worst Rolling Year
12.14%
12.88%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−15.45%
−32.66%
Recovery Period
24 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.15%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 41% · S 44%
L 9% · M 17% · S 71%
Number of Stocks
36
16
Portfolio P/E
41.94
48.24
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
—
Top Sectors
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
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% / 1% / 0%
1% / 0% / 0%