Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
ORO-Alpha Value
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%
0.44%
6 Months
9.35%
5.47%
1 Year
10.43%
6.35%
3 Years
15.16%
—
5 Years
—
—
Since Inception
21.24%
6.04%
Fund Age
4 yrs 11 mo
3 yrs 8 mo
AUM
₹16.88 Cr
₹1.28 Cr
Alpha – 1 Year
8.57%
3.37%
Alpha – 3 Years
3.08%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
33.08%
17.26%
Volatility – 3 Years
27.65%
15.80%
Beta – 1 Year
1.54
0.95
Beta – 3 Years
1.38
—
Sharpe Ratio – 1 Year
0.28
0.12
Sharpe Ratio – 3 Years
0.51
0.10
Worst Rolling Year
12.88%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−32.66%
−17.83%
Recovery Period
436 days
Not yet recovered
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 42% · M 17% · S 27%
Number of Stocks
16
24
Portfolio P/E
48.24
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%