Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
9.35%
31.65%
1 Year
10.43%
26.47%
3 Years
15.16%
18.72%
5 Years
—
16.28%
Since Inception
21.24%
14.51%
Fund Age
4 yrs 11 mo
10 yrs 10 mo
AUM
₹16.88 Cr
₹423.36 Cr
Alpha – 1 Year
8.57%
21.75%
Alpha – 3 Years
3.08%
6.63%
Information Ratio – 3 Years
0.34
0.36
Volatility – 1 Year
33.08%
28.25%
Volatility – 3 Years
27.65%
24.90%
Beta – 1 Year
1.54
1.32
Beta – 3 Years
1.38
1.13
Sharpe Ratio – 1 Year
0.28
0.78
Sharpe Ratio – 3 Years
0.51
0.60
Worst Rolling Year
12.88%
-5.98%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−32.66%
−31.67%
Recovery Period
436 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
24.61%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 12% · M 6% · S 82%
Number of Stocks
16
62
Portfolio P/E
48.24
61.63
Top 5 Holdings
—
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%