Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
−1.39%
6 Months
9.35%
−2.47%
1 Year
10.43%
1.15%
3 Years
15.16%
8.53%
5 Years
—
8.38%
Since Inception
21.24%
10.13%
Fund Age
4 yrs 11 mo
8 yrs 2 mo
AUM
₹16.88 Cr
₹52.94 Cr
Alpha – 1 Year
8.57%
1.50%
Alpha – 3 Years
3.08%
−0.47%
Information Ratio – 3 Years
0.34
-0.50
Volatility – 1 Year
33.08%
18.43%
Volatility – 3 Years
27.65%
14.27%
Beta – 1 Year
1.54
1.13
Beta – 3 Years
1.38
0.99
Sharpe Ratio – 1 Year
0.28
-0.13
Sharpe Ratio – 3 Years
0.51
0.15
Worst Rolling Year
12.88%
7.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−32.66%
−16.90%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 64% · M 27% · S 1%
Number of Stocks
16
10
Portfolio P/E
48.24
46.08
Top 5 Holdings
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%