Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
White Oak India Select Equity 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
−2.26%
4.84%
6 Months
9.35%
7.61%
1 Year
10.43%
−0.76%
3 Years
15.16%
11.28%
5 Years
—
9.58%
Since Inception
21.24%
11.67%
Fund Age
4 yrs 11 mo
7 yrs 11 mo
AUM
₹16.88 Cr
₹12.5 Cr
Alpha – 1 Year
8.57%
−3.74%
Alpha – 3 Years
3.08%
−0.61%
Information Ratio – 3 Years
0.34
-0.06
Volatility – 1 Year
33.08%
20.02%
Volatility – 3 Years
27.65%
16.21%
Beta – 1 Year
1.54
1.05
Beta – 3 Years
1.38
0.91
Sharpe Ratio – 1 Year
0.28
-0.22
Sharpe Ratio – 3 Years
0.51
0.41
Worst Rolling Year
12.88%
8.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−32.66%
−24.66%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 36% · M 30% · S 35%
Number of Stocks
16
15
Portfolio P/E
48.24
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%