Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Unifi Blended - Rangoli
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%
3.17%
6 Months
9.35%
10.91%
1 Year
10.43%
10.45%
3 Years
15.16%
10.60%
5 Years
—
10.74%
Since Inception
21.24%
18.07%
Fund Age
4 yrs 11 mo
9 yrs 2 mo
AUM
₹16.88 Cr
₹11,464.61 Cr
Alpha – 1 Year
8.57%
5.73%
Alpha – 3 Years
3.08%
−1.49%
Information Ratio – 3 Years
0.34
-0.11
Volatility – 1 Year
33.08%
18.78%
Volatility – 3 Years
27.65%
16.83%
Beta – 1 Year
1.54
1.04
Beta – 3 Years
1.38
1.02
Sharpe Ratio – 1 Year
0.28
0.34
Sharpe Ratio – 3 Years
0.51
0.37
Worst Rolling Year
12.88%
4.89%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−32.66%
−19.94%
Recovery Period
436 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 24% · M 11% · S 66%
Number of Stocks
16
—
Portfolio P/E
48.24
21.80
Top 5 Holdings
—
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%