Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
2.31%
6 Months
9.35%
2.53%
1 Year
10.43%
6.47%
3 Years
15.16%
7.48%
5 Years
—
—
Since Inception
21.24%
8.12%
Fund Age
4 yrs 11 mo
3 yrs 3 mo
AUM
₹16.88 Cr
₹32.76 Cr
Alpha – 1 Year
8.57%
−0.39%
Alpha – 3 Years
3.08%
−3.56%
Information Ratio – 3 Years
0.34
-0.35
Volatility – 1 Year
33.08%
5.60%
Volatility – 3 Years
27.65%
5.15%
Beta – 1 Year
1.54
0.43
Beta – 3 Years
1.38
0.49
Sharpe Ratio – 1 Year
0.28
0.22
Sharpe Ratio – 3 Years
0.51
0.41
Worst Rolling Year
12.88%
6.82%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−32.66%
−8.35%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
7.67%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 9% · M 17% · S 71%
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Number of Stocks
16
—
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%
—
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%