Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
1.47%
6 Months
9.35%
5.42%
1 Year
10.43%
9.64%
3 Years
15.16%
10.36%
5 Years
—
7.75%
Since Inception
21.24%
11.08%
Fund Age
4 yrs 11 mo
9 yrs 11 mo
AUM
₹16.88 Cr
₹66.05 Cr
Alpha – 1 Year
8.57%
9.99%
Alpha – 3 Years
3.08%
1.36%
Information Ratio – 3 Years
0.34
0.51
Volatility – 1 Year
33.08%
17.05%
Volatility – 3 Years
27.65%
14.23%
Beta – 1 Year
1.54
1.05
Beta – 3 Years
1.38
1.00
Sharpe Ratio – 1 Year
0.28
0.31
Sharpe Ratio – 3 Years
0.51
0.40
Worst Rolling Year
12.88%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−32.66%
−17.08%
Recovery Period
436 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
24.61%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 84% · M 12%
Number of Stocks
16
23
Portfolio P/E
48.24
—
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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—