Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
9.35%
6.00%
1 Year
10.43%
4.90%
3 Years
15.16%
18.50%
5 Years
—
—
Since Inception
21.24%
16.60%
Fund Age
4 yrs 11 mo
3 yrs
AUM
₹16.88 Cr
₹209.72 Cr
Alpha – 1 Year
8.57%
0.20%
Alpha – 3 Years
3.08%
6.40%
Information Ratio – 3 Years
0.34
1.16
Volatility – 1 Year
33.08%
19.79%
Volatility – 3 Years
27.65%
17.07%
Beta – 1 Year
1.54
1.06
Beta – 3 Years
1.38
1.05
Sharpe Ratio – 1 Year
0.28
0.07
Sharpe Ratio – 3 Years
0.51
0.81
Worst Rolling Year
12.88%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−32.66%
−19.68%
Recovery Period
436 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 17% · S 71%
L 67% · M 33%
Number of Stocks
16
24
Portfolio P/E
48.24
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%