Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Purnartha Vision Strategy
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%
5.60%
6 Months
9.35%
9.69%
1 Year
10.43%
14.36%
3 Years
15.16%
13.50%
5 Years
—
8.53%
Since Inception
21.24%
11.34%
Fund Age
4 yrs 11 mo
5 yrs 5 mo
AUM
₹16.88 Cr
₹190.75 Cr
Alpha – 1 Year
8.57%
9.64%
Alpha – 3 Years
3.08%
1.41%
Information Ratio – 3 Years
0.34
0.20
Volatility – 1 Year
33.08%
24.59%
Volatility – 3 Years
27.65%
18.73%
Beta – 1 Year
1.54
1.16
Beta – 3 Years
1.38
1.03
Sharpe Ratio – 1 Year
0.28
0.44
Sharpe Ratio – 3 Years
0.51
0.52
Worst Rolling Year
12.88%
8.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−32.66%
−18.32%
Recovery Period
436 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 16% · M 12% · S 39%
Number of Stocks
16
—
Portfolio P/E
48.24
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%