Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
−2.26%
6 Months
24.60%
9.35%
1 Year
7.56%
10.43%
3 Years
20.98%
15.16%
5 Years
—
—
Since Inception
24.10%
21.24%
Fund Age
4 yrs 4 mo
4 yrs 11 mo
AUM
₹3.89 Cr
₹16.88 Cr
Alpha – 1 Year
4.58%
8.57%
Alpha – 3 Years
9.08%
3.08%
Information Ratio – 3 Years
0.07
0.34
Volatility – 1 Year
32.74%
33.08%
Volatility – 3 Years
27.24%
27.65%
Beta – 1 Year
1.49
1.54
Beta – 3 Years
1.30
1.38
Sharpe Ratio – 1 Year
0.20
0.28
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
17.91%
12.88%
Value at Worst Rolling Year
₹1.18 Cr
₹1.13 Cr
Deepest Drawdown
−34.40%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
27
16
Portfolio P/E
52.77
48.24
Top 5 Holdings
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
—
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%