Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
9.22%
6 Months
9.35%
9.86%
1 Year
10.43%
32.16%
3 Years
15.16%
19.13%
5 Years
—
12.16%
Since Inception
21.24%
16.12%
Fund Age
4 yrs 11 mo
5 yrs 10 mo
AUM
₹16.88 Cr
₹170.31 Cr
Alpha – 1 Year
8.57%
27.44%
Alpha – 3 Years
3.08%
7.04%
Information Ratio – 3 Years
0.34
0.58
Volatility – 1 Year
33.08%
17.07%
Volatility – 3 Years
27.65%
17.73%
Beta – 1 Year
1.54
0.65
Beta – 3 Years
1.38
0.86
Sharpe Ratio – 1 Year
0.28
1.42
Sharpe Ratio – 3 Years
0.51
0.79
Worst Rolling Year
12.88%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−32.66%
−30.82%
Recovery Period
436 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
24.61%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 11% · M 1% · S 72%
Number of Stocks
16
18
Portfolio P/E
48.24
52.74
Top 5 Holdings
—
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%