Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
−3.33%
6 Months
26.95%
24.60%
1 Year
13.12%
7.56%
3 Years
17.80%
20.98%
5 Years
15.04%
—
Since Inception
22.70%
24.10%
Fund Age
8 yrs
4 yrs 4 mo
AUM
₹357.26 Cr
₹3.89 Cr
Alpha – 1 Year
10.14%
4.58%
Alpha – 3 Years
5.90%
9.08%
Information Ratio – 3 Years
0.31
0.07
Volatility – 1 Year
32.38%
32.74%
Volatility – 3 Years
25.45%
27.24%
Beta – 1 Year
1.68
1.49
Beta – 3 Years
1.37
1.30
Sharpe Ratio – 1 Year
0.36
0.20
Sharpe Ratio – 3 Years
0.56
0.49
Worst Rolling Year
11.19%
17.91%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−26.50%
−34.40%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
27
Portfolio P/E
42.01
52.77
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%