Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
3.44%
6 Months
9.35%
14.84%
1 Year
10.43%
−4.03%
3 Years
15.16%
5.65%
5 Years
—
—
Since Inception
21.24%
11.22%
Fund Age
4 yrs 11 mo
3 yrs 7 mo
AUM
₹16.88 Cr
₹83.14 Cr
Alpha – 1 Year
8.57%
−3.68%
Alpha – 3 Years
3.08%
−3.35%
Information Ratio – 3 Years
0.34
-0.26
Volatility – 1 Year
33.08%
22.60%
Volatility – 3 Years
27.65%
18.97%
Beta – 1 Year
1.54
1.04
Beta – 3 Years
1.38
1.04
Sharpe Ratio – 1 Year
0.28
-0.31
Sharpe Ratio – 3 Years
0.51
0.11
Worst Rolling Year
12.88%
4.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−32.66%
−33.20%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
7.75%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 9% · M 17% · S 71%
L 9% · M 28% · S 60%
Number of Stocks
16
27
Portfolio P/E
48.24
28.70
Top 5 Holdings
—
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%