Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
SBI MF - ESG Portfolio
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%
2.26%
6 Months
24.60%
18.40%
1 Year
7.56%
9.21%
3 Years
20.98%
13.13%
5 Years
—
13.39%
Since Inception
24.10%
14.83%
Fund Age
4 yrs 4 mo
10 yrs
AUM
₹3.89 Cr
₹666.2 Cr
Alpha – 1 Year
4.58%
9.64%
Alpha – 3 Years
9.08%
4.56%
Information Ratio – 3 Years
0.07
0.38
Volatility – 1 Year
32.74%
18.95%
Volatility – 3 Years
27.24%
16.01%
Beta – 1 Year
1.49
0.98
Beta – 3 Years
1.30
0.90
Sharpe Ratio – 1 Year
0.20
0.27
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
17.91%
-3.31%
Value at Worst Rolling Year
₹1.18 Cr
₹0.97 Cr
Deepest Drawdown
−34.40%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
25.17%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
27
—
Portfolio P/E
52.77
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%