Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.48%
−2.26%
6 Months
−2.46%
9.35%
1 Year
5.63%
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
1.03%
21.24%
Fund Age
3 yrs
4 yrs 11 mo
AUM
₹2.06 Cr
₹16.88 Cr
Alpha – 1 Year
5.98%
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
16.61%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
1.00
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
-0.24
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
—
Top Sectors
—
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%