Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
1.80%
6 Months
9.35%
2.80%
1 Year
10.43%
4.89%
3 Years
15.16%
12.23%
5 Years
—
10.64%
Since Inception
21.24%
8.93%
Fund Age
4 yrs 11 mo
12 yrs
AUM
₹16.88 Cr
₹134.76 Cr
Alpha – 1 Year
8.57%
−1.08%
Alpha – 3 Years
3.08%
1.34%
Information Ratio – 3 Years
0.34
0.07
Volatility – 1 Year
33.08%
10.79%
Volatility – 3 Years
27.65%
9.62%
Beta – 1 Year
1.54
1.04
Beta – 3 Years
1.38
1.10
Sharpe Ratio – 1 Year
0.28
-0.01
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
12.88%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−32.66%
−11.50%
Recovery Period
436 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
24.61%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 50% · M 11% · S 8%
Number of Stocks
16
33
Portfolio P/E
48.24
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –