Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
0.30%
6 Months
9.35%
26.99%
1 Year
10.43%
26.29%
3 Years
15.16%
27.01%
5 Years
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Since Inception
21.24%
35.84%
Fund Age
4 yrs 11 mo
4 yrs 3 mo
AUM
₹16.88 Cr
₹521.91 Cr
Alpha – 1 Year
8.57%
28.33%
Alpha – 3 Years
3.08%
20.36%
Information Ratio – 3 Years
0.34
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Volatility – 1 Year
33.08%
31.27%
Volatility – 3 Years
27.65%
25.96%
Beta – 1 Year
1.54
—
Beta – 3 Years
1.38
—
Sharpe Ratio – 1 Year
0.28
0.72
Sharpe Ratio – 3 Years
0.51
0.85
Worst Rolling Year
12.88%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−32.66%
−26.38%
Recovery Period
436 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 17% · S 71%
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Number of Stocks
16
49
Portfolio P/E
48.24
21.17
Top 5 Holdings
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Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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