Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
9.35%
17.95%
1 Year
10.43%
21.71%
3 Years
15.16%
19.34%
5 Years
—
—
Since Inception
21.24%
19.34%
Fund Age
4 yrs 11 mo
3 yrs 6 mo
AUM
₹16.88 Cr
₹18.73 Cr
Alpha – 1 Year
8.57%
16.99%
Alpha – 3 Years
3.08%
7.25%
Information Ratio – 3 Years
0.34
0.85
Volatility – 1 Year
33.08%
22.22%
Volatility – 3 Years
27.65%
20.72%
Beta – 1 Year
1.54
0.87
Beta – 3 Years
1.38
0.89
Sharpe Ratio – 1 Year
0.28
0.75
Sharpe Ratio – 3 Years
0.51
0.85
Worst Rolling Year
12.88%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−32.66%
—
Recovery Period
436 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.61%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 17% · S 71%
—
Number of Stocks
16
—
Portfolio P/E
48.24
—
Top 5 Holdings
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%