Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Prabhudas-Aqua 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%
−0.63%
6 Months
9.35%
8.65%
1 Year
10.43%
10.66%
3 Years
15.16%
—
5 Years
—
—
Since Inception
21.24%
22.10%
Fund Age
4 yrs 11 mo
2 yrs 7 mo
AUM
₹16.88 Cr
₹374.18 Cr
Alpha – 1 Year
8.57%
2.92%
Alpha – 3 Years
3.08%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
33.08%
10.32%
Volatility – 3 Years
27.65%
—
Beta – 1 Year
1.54
0.27
Beta – 3 Years
1.38
—
Sharpe Ratio – 1 Year
0.28
0.50
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
12.88%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−32.66%
−8.56%
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 49% · M 41% · S 9%
Number of Stocks
16
37
Portfolio P/E
48.24
19.24
Top 5 Holdings
—
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%