Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
True-Equity Factor Quant
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%
1.09%
6 Months
9.35%
3.47%
1 Year
10.43%
−3.80%
3 Years
15.16%
11.26%
5 Years
—
—
Since Inception
21.24%
13.40%
Fund Age
4 yrs 11 mo
3 yrs 11 mo
AUM
₹16.88 Cr
₹143.29 Cr
Alpha – 1 Year
8.57%
−6.78%
Alpha – 3 Years
3.08%
−0.63%
Information Ratio – 3 Years
0.34
-0.10
Volatility – 1 Year
33.08%
15.14%
Volatility – 3 Years
27.65%
16.91%
Beta – 1 Year
1.54
0.83
Beta – 3 Years
1.38
0.99
Sharpe Ratio – 1 Year
0.28
-0.54
Sharpe Ratio – 3 Years
0.51
0.40
Worst Rolling Year
12.88%
11.18%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−32.66%
−27.14%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 17% · S 71%
—
Number of Stocks
16
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
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%