Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Right Horizons - India Business Leaders
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%
3.11%
6 Months
9.35%
4.12%
1 Year
10.43%
−0.25%
3 Years
15.16%
10.95%
5 Years
—
10.56%
Since Inception
21.24%
10.62%
Fund Age
4 yrs 11 mo
13 yrs 8 mo
AUM
₹16.88 Cr
₹41.22 Cr
Alpha – 1 Year
8.57%
0.18%
Alpha – 3 Years
3.08%
2.39%
Information Ratio – 3 Years
0.34
0.52
Volatility – 1 Year
33.08%
20.61%
Volatility – 3 Years
27.65%
17.57%
Beta – 1 Year
1.54
1.24
Beta – 3 Years
1.38
1.19
Sharpe Ratio – 1 Year
0.28
-0.18
Sharpe Ratio – 3 Years
0.51
0.46
Worst Rolling Year
12.88%
-10.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−32.66%
−22.41%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
24.61%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 9% · M 17% · S 71%
L 70% · M 29%
Number of Stocks
16
25
Portfolio P/E
48.24
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%