Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Nippon - Emerging India - EIP
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
−2.26%
2.63%
6 Months
9.35%
13.11%
1 Year
10.43%
15.44%
3 Years
15.16%
15.82%
5 Years
—
15.29%
Since Inception
21.24%
15.37%
Fund Age
4 yrs 11 mo
9 yrs 4 mo
AUM
₹16.88 Cr
₹32.48 Cr
Alpha – 1 Year
8.57%
10.72%
Alpha – 3 Years
3.08%
3.73%
Information Ratio – 3 Years
0.34
0.69
Volatility – 1 Year
33.08%
17.99%
Volatility – 3 Years
27.65%
17.45%
Beta – 1 Year
1.54
0.99
Beta – 3 Years
1.38
1.02
Sharpe Ratio – 1 Year
0.28
0.59
Sharpe Ratio – 3 Years
0.51
0.71
Worst Rolling Year
12.88%
-6.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−32.66%
−21.15%
Recovery Period
436 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
24.61%
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 8% · M 22% · S 44%
Number of Stocks
16
30
Portfolio P/E
48.24
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%