Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
NJ - Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
−1.21%
6 Months
24.60%
5.09%
1 Year
7.56%
0.26%
3 Years
20.98%
9.53%
5 Years
—
5.40%
Since Inception
24.10%
12.09%
Fund Age
4 yrs 4 mo
8 yrs 5 mo
AUM
₹3.89 Cr
₹1,644.09 Cr
Alpha – 1 Year
4.58%
0.61%
Alpha – 3 Years
9.08%
0.54%
Information Ratio – 3 Years
0.07
0.06
Volatility – 1 Year
32.74%
17.94%
Volatility – 3 Years
27.24%
17.25%
Beta – 1 Year
1.49
1.03
Beta – 3 Years
1.30
1.11
Sharpe Ratio – 1 Year
0.20
-0.20
Sharpe Ratio – 3 Years
0.49
0.31
Worst Rolling Year
17.91%
2.29%
Value at Worst Rolling Year
₹1.18 Cr
₹1.02 Cr
Deepest Drawdown
−34.40%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
27
20
Portfolio P/E
52.77
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%