Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
9.35%
13.10%
1 Year
10.43%
18.11%
3 Years
15.16%
14.56%
5 Years
—
8.71%
Since Inception
21.24%
13.67%
Fund Age
4 yrs 11 mo
11 yrs 2 mo
AUM
₹16.88 Cr
₹138.06 Cr
Alpha – 1 Year
8.57%
18.46%
Alpha – 3 Years
3.08%
5.57%
Information Ratio – 3 Years
0.34
0.62
Volatility – 1 Year
33.08%
22.83%
Volatility – 3 Years
27.65%
16.72%
Beta – 1 Year
1.54
1.29
Beta – 3 Years
1.38
1.00
Sharpe Ratio – 1 Year
0.28
0.61
Sharpe Ratio – 3 Years
0.51
0.55
Worst Rolling Year
12.88%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−32.66%
−17.10%
Recovery Period
436 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
24.61%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 38% · M 14% · S 45%
Number of Stocks
16
18
Portfolio P/E
48.24
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%