Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Quest Investment Managers – Multi
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
6.28%
6 Months
9.35%
16.32%
1 Year
10.43%
11.67%
3 Years
15.16%
19.26%
5 Years
—
13.96%
Since Inception
21.24%
16.00%
Fund Age
4 yrs 11 mo
12 yrs
AUM
₹16.88 Cr
₹725.3 Cr
Alpha – 1 Year
8.57%
6.95%
Alpha – 3 Years
3.08%
7.18%
Information Ratio – 3 Years
0.34
0.87
Volatility – 1 Year
33.08%
21.97%
Volatility – 3 Years
27.65%
19.77%
Beta – 1 Year
1.54
1.15
Beta – 3 Years
1.38
1.13
Sharpe Ratio – 1 Year
0.28
0.37
Sharpe Ratio – 3 Years
0.51
0.73
Worst Rolling Year
12.88%
-10.23%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−32.66%
−25.02%
Recovery Period
436 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
24.61%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 29% · M 26% · S 42%
Number of Stocks
16
34
Portfolio P/E
48.24
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%