Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
9.35%
6.66%
1 Year
10.43%
7.95%
3 Years
15.16%
14.01%
5 Years
—
12.40%
Since Inception
21.24%
16.07%
Fund Age
4 yrs 11 mo
12 yrs 5 mo
AUM
₹16.88 Cr
₹27.98 Cr
Alpha – 1 Year
8.57%
3.23%
Alpha – 3 Years
3.08%
1.92%
Information Ratio – 3 Years
0.34
0.55
Volatility – 1 Year
33.08%
16.42%
Volatility – 3 Years
27.65%
14.36%
Beta – 1 Year
1.54
0.92
Beta – 3 Years
1.38
0.91
Sharpe Ratio – 1 Year
0.28
0.15
Sharpe Ratio – 3 Years
0.51
0.63
Worst Rolling Year
12.88%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−32.66%
−17.36%
Recovery Period
436 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
24.61%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 25% · M 6% · S 37%
Number of Stocks
16
30
Portfolio P/E
48.24
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%