Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Omni Super Pay
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Omni Super Pay
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
−0.04%
6 Months
9.35%
0.30%
1 Year
10.43%
—
3 Years
15.16%
—
5 Years
—
—
Since Inception
21.24%
−2.01%
Fund Age
4 yrs 11 mo
8 mo
AUM
₹16.88 Cr
₹8.47 Cr
Alpha – 1 Year
8.57%
—
Alpha – 3 Years
3.08%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
33.08%
—
Volatility – 3 Years
27.65%
—
Beta – 1 Year
1.54
—
Beta – 3 Years
1.38
—
Sharpe Ratio – 1 Year
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%
L 29% · M 13% · S 34%
Number of Stocks
16
43
Portfolio P/E
48.24
11.34
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%
BHARAT Bond ETF - April 2033 · 8.00%
Zerodha Nifty 1D Rate Liquid ETF · 3.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 3.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 3.00%
Nippon India ETF Gold BeES · 3.00%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 43.42%
Construction · 13.00%
Power · 11.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%