Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
ValueQuest - Growth
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%
1.42%
6 Months
9.35%
31.94%
1 Year
10.43%
21.84%
3 Years
15.16%
17.21%
5 Years
—
16.75%
Since Inception
21.24%
18.18%
Fund Age
4 yrs 11 mo
13 yrs 5 mo
AUM
₹16.88 Cr
₹2,035.08 Cr
Alpha – 1 Year
8.57%
18.86%
Alpha – 3 Years
3.08%
5.32%
Information Ratio – 3 Years
0.34
0.50
Volatility – 1 Year
33.08%
24.29%
Volatility – 3 Years
27.65%
19.24%
Beta – 1 Year
1.54
1.15
Beta – 3 Years
1.38
1.04
Sharpe Ratio – 1 Year
0.28
0.70
Sharpe Ratio – 3 Years
0.51
0.65
Worst Rolling Year
12.88%
-15.08%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−32.66%
−8.16%
Recovery Period
436 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
24.61%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 9% · M 17% · S 71%
L 23% · M 1% · S 69%
Number of Stocks
16
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%