Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.27%
−2.26%
6 Months
−8.15%
9.35%
1 Year
−5.39%
10.43%
3 Years
10.81%
15.16%
5 Years
—
—
Since Inception
11.07%
21.24%
Fund Age
5 yrs
4 yrs 11 mo
AUM
₹121.08 Cr
₹16.88 Cr
Alpha – 1 Year
−5.32%
8.57%
Alpha – 3 Years
−2.65%
3.08%
Information Ratio – 3 Years
-0.15
0.34
Volatility – 1 Year
24.51%
33.08%
Volatility – 3 Years
24.85%
27.65%
Beta – 1 Year
1.17
1.54
Beta – 3 Years
1.18
1.38
Sharpe Ratio – 1 Year
-0.34
0.28
Sharpe Ratio – 3 Years
0.32
0.51
Worst Rolling Year
9.88%
12.88%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−34.50%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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)
2% / 1% / 0%
1% / 0% / 0%