Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Turtle Wealth - Profit Mantra
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NAFA CLEAN TECH PORTFOLIO
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
7.48%
6 Months
9.35%
9.42%
1 Year
10.43%
28.25%
3 Years
15.16%
18.47%
5 Years
—
21.31%
Since Inception
21.24%
21.69%
Fund Age
4 yrs 11 mo
5 yrs
AUM
₹16.88 Cr
₹79.02 Cr
Alpha – 1 Year
8.57%
23.53%
Alpha – 3 Years
3.08%
6.38%
Information Ratio – 3 Years
0.34
0.27
Volatility – 1 Year
33.08%
18.12%
Volatility – 3 Years
27.65%
27.25%
Beta – 1 Year
1.54
0.87
Beta – 3 Years
1.38
0.86
Sharpe Ratio – 1 Year
0.28
1.18
Sharpe Ratio – 3 Years
0.51
0.56
Worst Rolling Year
12.88%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−32.66%
−30.64%
Recovery Period
436 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 10% · M 9% · S 69%
Number of Stocks
16
34
Portfolio P/E
48.24
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%