Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
9.35%
2.42%
1 Year
10.43%
1.29%
3 Years
15.16%
—
5 Years
—
—
Since Inception
21.24%
23.68%
Fund Age
4 yrs 11 mo
4 mo
AUM
₹16.88 Cr
₹2.91 Cr
Alpha – 1 Year
8.57%
0.33%
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%
M 5% · S 92%
Number of Stocks
16
29
Portfolio P/E
48.24
67.46
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%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%