Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
5.68%
6 Months
9.35%
10.98%
1 Year
10.43%
10.72%
3 Years
15.16%
15.83%
5 Years
—
13.58%
Since Inception
21.24%
14.48%
Fund Age
4 yrs 11 mo
21 yrs 11 mo
AUM
₹16.88 Cr
₹8.51 Cr
Alpha – 1 Year
8.57%
6.00%
Alpha – 3 Years
3.08%
3.74%
Information Ratio – 3 Years
0.34
0.71
Volatility – 1 Year
33.08%
16.38%
Volatility – 3 Years
27.65%
14.45%
Beta – 1 Year
1.54
0.87
Beta – 3 Years
1.38
0.89
Sharpe Ratio – 1 Year
0.28
0.33
Sharpe Ratio – 3 Years
0.51
0.72
Worst Rolling Year
12.88%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−32.66%
−17.66%
Recovery Period
436 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
24.61%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 9% · M 17% · S 71%
L 23% · M 15% · S 43%
Number of Stocks
16
30
Portfolio P/E
48.24
39.84
Top 5 Holdings
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%