Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.99%
−2.26%
6 Months
22.77%
9.35%
1 Year
24.21%
10.43%
3 Years
13.20%
15.16%
5 Years
12.56%
—
Since Inception
18.69%
21.24%
Fund Age
7 yrs 4 mo
4 yrs 11 mo
AUM
₹114.64 Cr
₹16.88 Cr
Alpha – 1 Year
19.49%
8.57%
Alpha – 3 Years
1.43%
3.08%
Information Ratio – 3 Years
0.12
0.34
Volatility – 1 Year
24.82%
33.08%
Volatility – 3 Years
21.64%
27.65%
Beta – 1 Year
1.34
1.54
Beta – 3 Years
1.13
1.38
Sharpe Ratio – 1 Year
0.78
0.28
Sharpe Ratio – 3 Years
0.46
0.51
Worst Rolling Year
10.43%
12.88%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−24.42%
−32.66%
Recovery Period
92 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
L 9% · M 17% · S 71%
Number of Stocks
32
16
Portfolio P/E
37.13
48.24
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
—
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%