Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Tamohara - TRUFFLE
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%
8.72%
6 Months
9.35%
28.59%
1 Year
10.43%
28.02%
3 Years
15.16%
18.67%
5 Years
—
17.18%
Since Inception
21.24%
20.03%
Fund Age
4 yrs 11 mo
5 yrs 4 mo
AUM
₹16.88 Cr
₹221.27 Cr
Alpha – 1 Year
8.57%
28.37%
Alpha – 3 Years
3.08%
9.68%
Information Ratio – 3 Years
0.34
0.87
Volatility – 1 Year
33.08%
22.32%
Volatility – 3 Years
27.65%
17.88%
Beta – 1 Year
1.54
1.03
Beta – 3 Years
1.38
0.95
Sharpe Ratio – 1 Year
0.28
0.99
Sharpe Ratio – 3 Years
0.51
0.81
Worst Rolling Year
12.88%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−32.66%
−20.50%
Recovery Period
436 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 19% · M 4% · S 74%
Number of Stocks
16
29
Portfolio P/E
48.24
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –