Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Prosperity - Discovery Fund
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%
4.17%
6 Months
9.35%
20.15%
1 Year
10.43%
7.22%
3 Years
15.16%
9.88%
5 Years
—
10.18%
Since Inception
21.24%
17.47%
Fund Age
4 yrs 11 mo
5 yrs 8 mo
AUM
₹16.88 Cr
₹112.12 Cr
Alpha – 1 Year
8.57%
2.50%
Alpha – 3 Years
3.08%
−2.21%
Information Ratio – 3 Years
0.34
-0.17
Volatility – 1 Year
33.08%
30.34%
Volatility – 3 Years
27.65%
23.32%
Beta – 1 Year
1.54
1.54
Beta – 3 Years
1.38
1.29
Sharpe Ratio – 1 Year
0.28
0.19
Sharpe Ratio – 3 Years
0.51
0.29
Worst Rolling Year
12.88%
8.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−32.66%
−32.53%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
M 39% · S 59%
Number of Stocks
16
28
Portfolio P/E
48.24
38.78
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%
—
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%