Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
−0.37%
6 Months
9.35%
3.64%
1 Year
10.43%
6.24%
3 Years
15.16%
9.36%
5 Years
—
8.05%
Since Inception
21.24%
9.66%
Fund Age
4 yrs 11 mo
8 yrs 3 mo
AUM
₹16.88 Cr
₹32.8 Cr
Alpha – 1 Year
8.57%
6.59%
Alpha – 3 Years
3.08%
0.36%
Information Ratio – 3 Years
0.34
0.14
Volatility – 1 Year
33.08%
18.27%
Volatility – 3 Years
27.65%
15.46%
Beta – 1 Year
1.54
1.08
Beta – 3 Years
1.38
1.07
Sharpe Ratio – 1 Year
0.28
0.15
Sharpe Ratio – 3 Years
0.51
0.34
Worst Rolling Year
12.88%
6.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−32.66%
−22.11%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 58% · M 28% · S 8%
Number of Stocks
16
33
Portfolio P/E
48.24
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%