Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
9.35%
24.02%
1 Year
10.43%
36.06%
3 Years
15.16%
24.43%
5 Years
—
16.10%
Since Inception
21.24%
15.98%
Fund Age
4 yrs 11 mo
14 yrs 10 mo
AUM
₹16.88 Cr
₹214.08 Cr
Alpha – 1 Year
8.57%
31.34%
Alpha – 3 Years
3.08%
12.34%
Information Ratio – 3 Years
0.34
1.07
Volatility – 1 Year
33.08%
26.85%
Volatility – 3 Years
27.65%
19.70%
Beta – 1 Year
1.54
1.34
Beta – 3 Years
1.38
1.03
Sharpe Ratio – 1 Year
0.28
1.08
Sharpe Ratio – 3 Years
0.51
0.96
Worst Rolling Year
12.88%
-9.81%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−32.66%
−18.65%
Recovery Period
436 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
24.61%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 40% · M 33% · S 24%
Number of Stocks
16
31
Portfolio P/E
48.24
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%