Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
9.35%
9.86%
1 Year
10.43%
0.86%
3 Years
15.16%
8.29%
5 Years
—
15.11%
Since Inception
21.24%
11.40%
Fund Age
4 yrs 11 mo
8 yrs 7 mo
AUM
₹16.88 Cr
₹119.22 Cr
Alpha – 1 Year
8.57%
1.21%
Alpha – 3 Years
3.08%
−0.71%
Information Ratio – 3 Years
0.34
-0.05
Volatility – 1 Year
33.08%
21.27%
Volatility – 3 Years
27.65%
19.22%
Beta – 1 Year
1.54
1.20
Beta – 3 Years
1.38
1.19
Sharpe Ratio – 1 Year
0.28
-0.10
Sharpe Ratio – 3 Years
0.51
0.25
Worst Rolling Year
12.88%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−32.66%
−29.07%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
24.61%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 2% · M 52% · S 44%
Number of Stocks
16
33
Portfolio P/E
48.24
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%