Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
6.38%
6 Months
9.35%
30.29%
1 Year
10.43%
21.45%
3 Years
15.16%
18.94%
5 Years
—
—
Since Inception
21.24%
23.25%
Fund Age
4 yrs 11 mo
3 yrs 1 mo
AUM
₹16.88 Cr
₹185.04 Cr
Alpha – 1 Year
8.57%
16.73%
Alpha – 3 Years
3.08%
6.85%
Information Ratio – 3 Years
0.34
0.59
Volatility – 1 Year
33.08%
29.11%
Volatility – 3 Years
27.65%
25.42%
Beta – 1 Year
1.54
1.26
Beta – 3 Years
1.38
1.13
Sharpe Ratio – 1 Year
0.28
0.62
Sharpe Ratio – 3 Years
0.51
0.60
Worst Rolling Year
12.88%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−32.66%
−27.74%
Recovery Period
436 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 17% · S 71%
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Number of Stocks
16
40
Portfolio P/E
48.24
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
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Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%