Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
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
4.42%
−2.26%
6 Months
4.79%
9.35%
1 Year
−0.59%
10.43%
3 Years
11.57%
15.16%
5 Years
13.86%
—
Since Inception
15.96%
21.24%
Fund Age
5 yrs 5 mo
4 yrs 11 mo
AUM
₹45.81 Cr
₹16.88 Cr
Alpha – 1 Year
−5.31%
8.57%
Alpha – 3 Years
−0.52%
3.08%
Information Ratio – 3 Years
-0.06
0.34
Volatility – 1 Year
21.96%
33.08%
Volatility – 3 Years
17.35%
27.65%
Beta – 1 Year
1.19
1.54
Beta – 3 Years
1.00
1.38
Sharpe Ratio – 1 Year
-0.16
0.28
Sharpe Ratio – 3 Years
0.42
0.51
Worst Rolling Year
10.84%
12.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−22.24%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.71%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 4% · S 73%
L 9% · M 17% · S 71%
Number of Stocks
16
16
Portfolio P/E
22.00
48.24
Top 5 Holdings
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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%
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%