Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
7.67%
6 Months
9.35%
27.70%
1 Year
10.43%
47.52%
3 Years
15.16%
23.98%
5 Years
—
15.87%
Since Inception
21.24%
18.55%
Fund Age
4 yrs 11 mo
16 yrs 2 mo
AUM
₹16.88 Cr
₹1,022.92 Cr
Alpha – 1 Year
8.57%
42.80%
Alpha – 3 Years
3.08%
11.89%
Information Ratio – 3 Years
0.34
1.12
Volatility – 1 Year
33.08%
28.29%
Volatility – 3 Years
27.65%
20.76%
Beta – 1 Year
1.54
1.36
Beta – 3 Years
1.38
1.07
Sharpe Ratio – 1 Year
0.28
1.33
Sharpe Ratio – 3 Years
0.51
0.99
Worst Rolling Year
12.88%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−32.66%
−19.51%
Recovery Period
436 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
24.61%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 22% · M 32% · S 42%
Number of Stocks
16
26
Portfolio P/E
48.24
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%