Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
−1.73%
6 Months
9.35%
6.62%
1 Year
10.43%
3.66%
3 Years
15.16%
7.96%
5 Years
—
—
Since Inception
21.24%
12.37%
Fund Age
4 yrs 11 mo
4 yrs 2 mo
AUM
₹16.88 Cr
₹134.62 Cr
Alpha – 1 Year
8.57%
0.68%
Alpha – 3 Years
3.08%
−3.93%
Information Ratio – 3 Years
0.34
-0.10
Volatility – 1 Year
33.08%
21.69%
Volatility – 3 Years
27.65%
21.88%
Beta – 1 Year
1.54
1.14
Beta – 3 Years
1.38
1.11
Sharpe Ratio – 1 Year
0.28
0.02
Sharpe Ratio – 3 Years
0.51
0.21
Worst Rolling Year
12.88%
7.96%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−32.66%
−29.81%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
15.34%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 9% · M 17% · S 71%
—
Number of Stocks
16
—
Portfolio P/E
48.24
—
Top 5 Holdings
—
—
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%