Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Unifi APJ 20*
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%
3.07%
6 Months
9.35%
13.63%
1 Year
10.43%
10.76%
3 Years
15.16%
13.00%
5 Years
—
13.13%
Since Inception
21.24%
20.07%
Fund Age
4 yrs 11 mo
10 yrs 11 mo
AUM
₹16.88 Cr
₹942.94 Cr
Alpha – 1 Year
8.57%
6.04%
Alpha – 3 Years
3.08%
0.91%
Information Ratio – 3 Years
0.34
0.27
Volatility – 1 Year
33.08%
18.61%
Volatility – 3 Years
27.65%
17.55%
Beta – 1 Year
1.54
1.02
Beta – 3 Years
1.38
1.01
Sharpe Ratio – 1 Year
0.28
0.35
Sharpe Ratio – 3 Years
0.51
0.49
Worst Rolling Year
12.88%
-10.32%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−32.66%
−17.59%
Recovery Period
436 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
24.61%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 15% · M 3% · S 82%
Number of Stocks
16
—
Portfolio P/E
48.24
21.50
Top 5 Holdings
—
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—