Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.10%
−2.26%
6 Months
8.11%
9.35%
1 Year
−2.73%
10.43%
3 Years
11.42%
15.16%
5 Years
12.09%
—
Since Inception
13.75%
21.24%
Fund Age
5 yrs 5 mo
4 yrs 11 mo
AUM
₹205.48 Cr
₹16.88 Cr
Alpha – 1 Year
−5.71%
8.57%
Alpha – 3 Years
−0.47%
3.08%
Information Ratio – 3 Years
-0.07
0.34
Volatility – 1 Year
23.93%
33.08%
Volatility – 3 Years
22.69%
27.65%
Beta – 1 Year
1.24
1.54
Beta – 3 Years
1.17
1.38
Sharpe Ratio – 1 Year
-0.23
0.28
Sharpe Ratio – 3 Years
0.35
0.51
Worst Rolling Year
11.05%
12.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−29.75%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 9% · M 17% · S 71%
Number of Stocks
29
16
Portfolio P/E
46.19
48.24
Top 5 Holdings
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
—
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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)
2% / 1% / 0%
1% / 0% / 0%