Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Oro-alpha compounders
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%
2.98%
6 Months
9.35%
−0.13%
1 Year
10.43%
−2.80%
3 Years
15.16%
13.20%
5 Years
—
—
Since Inception
21.24%
13.51%
Fund Age
4 yrs 11 mo
3 yrs 8 mo
AUM
₹16.88 Cr
₹30.6 Cr
Alpha – 1 Year
8.57%
−5.78%
Alpha – 3 Years
3.08%
1.30%
Information Ratio – 3 Years
0.34
0.16
Volatility – 1 Year
33.08%
16.62%
Volatility – 3 Years
27.65%
16.99%
Beta – 1 Year
1.54
0.93
Beta – 3 Years
1.38
1.05
Sharpe Ratio – 1 Year
0.28
-0.42
Sharpe Ratio – 3 Years
0.51
0.50
Worst Rolling Year
12.88%
13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−32.66%
−20.23%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 17% · S 71%
L 44% · M 26% · S 17%
Number of Stocks
16
24
Portfolio P/E
48.24
32.10
Top 5 Holdings
—
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%