Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
−2.26%
6 Months
3.03%
9.35%
1 Year
3.99%
10.43%
3 Years
8.85%
15.16%
5 Years
8.35%
—
Since Inception
10.50%
21.24%
Fund Age
8 yrs 2 mo
4 yrs 11 mo
AUM
₹274.26 Cr
₹16.88 Cr
Alpha – 1 Year
−0.73%
8.57%
Alpha – 3 Years
−3.23%
3.08%
Information Ratio – 3 Years
-0.72
0.34
Volatility – 1 Year
15.72%
33.08%
Volatility – 3 Years
15.15%
27.65%
Beta – 1 Year
0.89
1.54
Beta – 3 Years
0.94
1.38
Sharpe Ratio – 1 Year
-0.08
0.28
Sharpe Ratio – 3 Years
0.27
0.51
Worst Rolling Year
7.13%
12.88%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−20.31%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
L 9% · M 17% · S 71%
Number of Stocks
40
16
Portfolio P/E
30.14
48.24
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
—
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
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
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%