Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Sameeksha - Equity Fund
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%
−0.38%
6 Months
9.35%
11.48%
1 Year
10.43%
7.29%
3 Years
15.16%
16.29%
5 Years
—
16.45%
Since Inception
21.24%
20.67%
Fund Age
4 yrs 11 mo
10 yrs 4 mo
AUM
₹16.88 Cr
₹1,333.94 Cr
Alpha – 1 Year
8.57%
2.57%
Alpha – 3 Years
3.08%
4.20%
Information Ratio – 3 Years
0.34
0.52
Volatility – 1 Year
33.08%
21.33%
Volatility – 3 Years
27.65%
16.22%
Beta – 1 Year
1.54
1.18
Beta – 3 Years
1.38
0.93
Sharpe Ratio – 1 Year
0.28
0.18
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
12.88%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−32.66%
−19.36%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
24.61%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
—
Number of Stocks
16
50
Portfolio P/E
48.24
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 0% / 0%