Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
4.41%
6 Months
9.35%
0.07%
1 Year
10.43%
4.08%
3 Years
15.16%
6.47%
5 Years
—
—
Since Inception
21.24%
11.08%
Fund Age
4 yrs 11 mo
6 yrs 6 mo
AUM
₹16.88 Cr
₹1.91 Cr
Alpha – 1 Year
8.57%
4.51%
Alpha – 3 Years
3.08%
−2.09%
Information Ratio – 3 Years
0.34
-0.44
Volatility – 1 Year
33.08%
16.64%
Volatility – 3 Years
27.65%
14.35%
Beta – 1 Year
1.54
0.98
Beta – 3 Years
1.38
1.00
Sharpe Ratio – 1 Year
0.28
-0.01
Sharpe Ratio – 3 Years
0.51
0.13
Worst Rolling Year
12.88%
5.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−32.66%
−18.42%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 17% · S 71%
L 90% · M 7%
Number of Stocks
16
50
Portfolio P/E
48.24
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –