Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
SVAN Velocity
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%
3.40%
6 Months
9.35%
21.77%
1 Year
10.43%
16.05%
3 Years
15.16%
23.24%
5 Years
—
—
Since Inception
21.24%
24.82%
Fund Age
4 yrs 11 mo
3 yrs 1 mo
AUM
₹16.88 Cr
₹415.03 Cr
Alpha – 1 Year
8.57%
11.33%
Alpha – 3 Years
3.08%
11.15%
Information Ratio – 3 Years
0.34
0.72
Volatility – 1 Year
33.08%
25.50%
Volatility – 3 Years
27.65%
24.35%
Beta – 1 Year
1.54
1.34
Beta – 3 Years
1.38
1.27
Sharpe Ratio – 1 Year
0.28
0.50
Sharpe Ratio – 3 Years
0.51
0.77
Worst Rolling Year
12.88%
23.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.23 Cr
Deepest Drawdown
−32.66%
−25.33%
Recovery Period
436 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 17% · S 71%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –