Portfolio Management Services (PMS)
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Clearview Long Term Partners Fund vs GREEN PORTFOLIO - The Green Ethical Fund

Clearview Long Term Partners Fund
GREEN PORTFOLIO - The Green Ethical Fund
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Growth of ₹1 Crore
Clearview Long Term Partners Fund
GREEN PORTFOLIO - The Green Ethical Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
3.65%
6 Months
25.12%
36.06%
1 Year
25.00%
18.40%
3 Years
—
—
5 Years
—
—
Since Inception
19.44%
10.79%
Fund Age
1 yr 10 mo
2 yrs 1 mo
AUM
₹50.95 Cr
₹36.18 Cr
Alpha – 1 Year
20.28%
15.42%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.93%
30.13%
Volatility – 3 Years
—
—
Beta – 1 Year
1.23
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.83
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−21.62%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 20% · S 30%
Number of Stocks
—
41
Portfolio P/E
—
38.26
Top 5 Holdings
—
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
Top Sectors
—
—
Fixed Fee
3.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%
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