Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
9.35%
18.51%
1 Year
10.43%
2.32%
3 Years
15.16%
8.56%
5 Years
—
13.23%
Since Inception
21.24%
12.52%
Fund Age
4 yrs 11 mo
10 yrs
AUM
₹16.88 Cr
₹60.22 Cr
Alpha – 1 Year
8.57%
2.67%
Alpha – 3 Years
3.08%
−0.44%
Information Ratio – 3 Years
0.34
-0.03
Volatility – 1 Year
33.08%
27.56%
Volatility – 3 Years
27.65%
21.93%
Beta – 1 Year
1.54
1.33
Beta – 3 Years
1.38
1.17
Sharpe Ratio – 1 Year
0.28
0.01
Sharpe Ratio – 3 Years
0.51
0.24
Worst Rolling Year
12.88%
-13.90%
Value at Worst Rolling Year
₹1.13 Cr
₹0.86 Cr
Deepest Drawdown
−32.66%
−31.68%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
24.61%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
M 3% · S 93%
Number of Stocks
16
26
Portfolio P/E
48.24
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%