Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
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
1.29%
−2.26%
6 Months
−4.12%
9.35%
1 Year
1.97%
10.43%
3 Years
12.30%
15.16%
5 Years
12.28%
—
Since Inception
12.08%
21.24%
Fund Age
5 yrs
4 yrs 11 mo
AUM
₹27.16 Cr
₹16.88 Cr
Alpha – 1 Year
−2.75%
8.57%
Alpha – 3 Years
0.21%
3.08%
Information Ratio – 3 Years
0.08
0.34
Volatility – 1 Year
18.26%
33.08%
Volatility – 3 Years
15.26%
27.65%
Beta – 1 Year
1.01
1.54
Beta – 3 Years
0.92
1.38
Sharpe Ratio – 1 Year
-0.09
0.28
Sharpe Ratio – 3 Years
0.53
0.51
Worst Rolling Year
12.19%
12.88%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−16.54%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 28% · S 30%
L 9% · M 17% · S 71%
Number of Stocks
27
16
Portfolio P/E
24.88
48.24
Top 5 Holdings
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
—
Top Sectors
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
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%