Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.41%
−2.26%
6 Months
13.18%
9.35%
1 Year
2.91%
10.43%
3 Years
14.27%
15.16%
5 Years
—
—
Since Inception
11.83%
21.24%
Fund Age
4 yrs 11 mo
4 yrs 11 mo
AUM
₹31.01 Cr
₹16.88 Cr
Alpha – 1 Year
−1.81%
8.57%
Alpha – 3 Years
2.18%
3.08%
Information Ratio – 3 Years
0.24
0.34
Volatility – 1 Year
18.67%
33.08%
Volatility – 3 Years
17.11%
27.65%
Beta – 1 Year
0.97
1.54
Beta – 3 Years
0.95
1.38
Sharpe Ratio – 1 Year
-0.04
0.28
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
12.64%
12.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−24.73%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
L 9% · M 17% · S 71%
Number of Stocks
26
16
Portfolio P/E
54.84
48.24
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
—
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%