Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Solidarity Advisors - Prudence
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%
8.45%
6 Months
9.35%
29.49%
1 Year
10.43%
37.09%
3 Years
15.16%
18.49%
5 Years
—
12.39%
Since Inception
21.24%
18.64%
Fund Age
4 yrs 11 mo
10 yrs 3 mo
AUM
₹16.88 Cr
₹1,760.35 Cr
Alpha – 1 Year
8.57%
32.37%
Alpha – 3 Years
3.08%
6.40%
Information Ratio – 3 Years
0.34
0.52
Volatility – 1 Year
33.08%
25.02%
Volatility – 3 Years
27.65%
18.27%
Beta – 1 Year
1.54
1.22
Beta – 3 Years
1.38
0.89
Sharpe Ratio – 1 Year
0.28
1.18
Sharpe Ratio – 3 Years
0.51
0.74
Worst Rolling Year
12.88%
-0.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−32.66%
−13.15%
Recovery Period
436 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
24.61%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 11% · S 71%
Number of Stocks
16
13
Portfolio P/E
48.24
41.36
Top 5 Holdings
—
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%