Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
NAFA CLEAN TECH PORTFOLIO
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%
−2.26%
6 Months
26.95%
9.35%
1 Year
13.12%
10.43%
3 Years
17.80%
15.16%
5 Years
15.04%
—
Since Inception
22.70%
21.24%
Fund Age
8 yrs
4 yrs 11 mo
AUM
₹357.26 Cr
₹16.88 Cr
Alpha – 1 Year
10.14%
8.57%
Alpha – 3 Years
5.90%
3.08%
Information Ratio – 3 Years
0.31
0.34
Volatility – 1 Year
32.38%
33.08%
Volatility – 3 Years
25.45%
27.65%
Beta – 1 Year
1.68
1.54
Beta – 3 Years
1.37
1.38
Sharpe Ratio – 1 Year
0.36
0.28
Sharpe Ratio – 3 Years
0.56
0.51
Worst Rolling Year
11.19%
12.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−26.50%
−32.66%
Recovery Period
80 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 9% · M 17% · S 71%
Number of Stocks
42
16
Portfolio P/E
42.01
48.24
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%
—
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%