Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
−0.67%
6 Months
9.35%
−7.55%
1 Year
10.43%
0.34%
3 Years
15.16%
—
5 Years
—
—
Since Inception
21.24%
12.70%
Fund Age
4 yrs 11 mo
2 yrs 3 mo
AUM
₹16.88 Cr
₹7.52 Cr
Alpha – 1 Year
8.57%
−2.64%
Alpha – 3 Years
3.08%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
33.08%
8.98%
Volatility – 3 Years
27.65%
—
Beta – 1 Year
1.54
0.39
Beta – 3 Years
1.38
—
Sharpe Ratio – 1 Year
0.28
-0.50
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
12.88%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−32.66%
−10.25%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.61%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 9% · M 17% · S 71%
L 71% · M 18% · S 10%
Number of Stocks
16
10
Portfolio P/E
48.24
15.00
Top 5 Holdings
—
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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