Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
10.15%
6 Months
9.35%
31.39%
1 Year
10.43%
26.01%
3 Years
15.16%
19.28%
5 Years
—
23.67%
Since Inception
21.24%
28.23%
Fund Age
4 yrs 11 mo
5 yrs 4 mo
AUM
₹16.88 Cr
₹483.07 Cr
Alpha – 1 Year
8.57%
21.29%
Alpha – 3 Years
3.08%
7.19%
Information Ratio – 3 Years
0.34
0.38
Volatility – 1 Year
33.08%
27.77%
Volatility – 3 Years
27.65%
26.19%
Beta – 1 Year
1.54
1.29
Beta – 3 Years
1.38
1.20
Sharpe Ratio – 1 Year
0.28
0.78
Sharpe Ratio – 3 Years
0.51
0.61
Worst Rolling Year
12.88%
19.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−32.66%
−32.66%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 12% · M 6% · S 81%
Number of Stocks
16
63
Portfolio P/E
48.24
62.66
Top 5 Holdings
—
—
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%