Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
Turtle Wealth -Wealth 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%
4.93%
6 Months
9.35%
2.72%
1 Year
10.43%
22.88%
3 Years
15.16%
20.47%
5 Years
—
15.12%
Since Inception
21.24%
17.02%
Fund Age
4 yrs 11 mo
6 yrs 11 mo
AUM
₹16.88 Cr
₹261.05 Cr
Alpha – 1 Year
8.57%
18.16%
Alpha – 3 Years
3.08%
8.38%
Information Ratio – 3 Years
0.34
0.98
Volatility – 1 Year
33.08%
17.62%
Volatility – 3 Years
27.65%
15.64%
Beta – 1 Year
1.54
0.83
Beta – 3 Years
1.38
0.87
Sharpe Ratio – 1 Year
0.28
0.97
Sharpe Ratio – 3 Years
0.51
0.94
Worst Rolling Year
12.88%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−32.66%
−19.96%
Recovery Period
436 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 28% · M 19% · S 43%
Number of Stocks
16
18
Portfolio P/E
48.24
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%