Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
NAFA CLEAN TECH PORTFOLIO
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
9.35%
−1.13%
1 Year
10.43%
6.59%
3 Years
15.16%
20.44%
5 Years
—
16.17%
Since Inception
21.24%
13.07%
Fund Age
4 yrs 11 mo
15 yrs 3 mo
AUM
₹16.88 Cr
—
Alpha – 1 Year
8.57%
6.87%
Alpha – 3 Years
3.08%
9.23%
Information Ratio – 3 Years
0.34
1.61
Volatility – 1 Year
33.08%
20.58%
Volatility – 3 Years
27.65%
16.59%
Beta – 1 Year
1.54
1.21
Beta – 3 Years
1.38
1.13
Sharpe Ratio – 1 Year
0.28
0.15
Sharpe Ratio – 3 Years
0.51
0.90
Worst Rolling Year
12.88%
13.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−32.66%
−16.19%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 73% · M 20% · S 7%
Number of Stocks
16
23
Portfolio P/E
48.24
35.58
Top 5 Holdings
—
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%