Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
−2.26%
6 Months
32.15%
9.35%
1 Year
16.77%
10.43%
3 Years
19.00%
15.16%
5 Years
20.10%
—
Since Inception
27.01%
21.24%
Fund Age
6 yrs 10 mo
4 yrs 11 mo
AUM
₹247.64 Cr
₹16.88 Cr
Alpha – 1 Year
13.79%
8.57%
Alpha – 3 Years
7.10%
3.08%
Information Ratio – 3 Years
0.30
0.34
Volatility – 1 Year
39.13%
33.08%
Volatility – 3 Years
29.47%
27.65%
Beta – 1 Year
1.87
1.54
Beta – 3 Years
1.36
1.38
Sharpe Ratio – 1 Year
0.42
0.28
Sharpe Ratio – 3 Years
0.55
0.51
Worst Rolling Year
15.03%
12.88%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
−35.86%
−32.66%
Recovery Period
94 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 9% · M 17% · S 71%
Number of Stocks
42
16
Portfolio P/E
42.30
48.24
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%