Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.45%
−2.26%
6 Months
16.85%
9.35%
1 Year
9.30%
10.43%
3 Years
14.05%
15.16%
5 Years
14.30%
—
Since Inception
24.29%
21.24%
Fund Age
14 yrs 10 mo
4 yrs 11 mo
AUM
₹372.24 Cr
₹16.88 Cr
Alpha – 1 Year
4.58%
8.57%
Alpha – 3 Years
1.97%
3.08%
Information Ratio – 3 Years
0.33
0.34
Volatility – 1 Year
21.18%
33.08%
Volatility – 3 Years
20.18%
27.65%
Beta – 1 Year
1.04
1.54
Beta – 3 Years
1.12
1.38
Sharpe Ratio – 1 Year
0.27
0.28
Sharpe Ratio – 3 Years
0.49
0.51
Worst Rolling Year
-10.46%
12.88%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−23.77%
−32.66%
Recovery Period
99 days
436 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
1% / 0% / 0%