Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
NAFA CLEAN TECH 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
5.48%
−2.26%
6 Months
13.51%
9.35%
1 Year
1.35%
10.43%
3 Years
13.26%
15.16%
5 Years
—
—
Since Inception
19.28%
21.24%
Fund Age
4 yrs 2 mo
4 yrs 11 mo
AUM
₹36.17 Cr
₹16.88 Cr
Alpha – 1 Year
−3.37%
8.57%
Alpha – 3 Years
1.17%
3.08%
Information Ratio – 3 Years
0.14
0.34
Volatility – 1 Year
24.66%
33.08%
Volatility – 3 Years
18.82%
27.65%
Beta – 1 Year
1.31
1.54
Beta – 3 Years
1.10
1.38
Sharpe Ratio – 1 Year
-0.05
0.28
Sharpe Ratio – 3 Years
0.48
0.51
Worst Rolling Year
12.70%
12.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−26.89%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 8% · M 16% · S 76%
L 9% · M 17% · S 71%
Number of Stocks
24
16
Portfolio P/E
29.70
48.24
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
—
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%