Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
3.42%
6 Months
9.35%
2.89%
1 Year
10.43%
2.59%
3 Years
15.16%
10.39%
5 Years
—
8.86%
Since Inception
21.24%
11.13%
Fund Age
4 yrs 11 mo
5 yrs 6 mo
AUM
₹16.88 Cr
₹63.54 Cr
Alpha – 1 Year
8.57%
−0.39%
Alpha – 3 Years
3.08%
−1.50%
Information Ratio – 3 Years
0.34
-0.34
Volatility – 1 Year
33.08%
16.68%
Volatility – 3 Years
27.65%
13.79%
Beta – 1 Year
1.54
0.95
Beta – 3 Years
1.38
0.88
Sharpe Ratio – 1 Year
0.28
-0.09
Sharpe Ratio – 3 Years
0.51
0.40
Worst Rolling Year
12.88%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−32.66%
−15.31%
Recovery Period
436 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.61%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 17% · S 71%
L 69% · M 25% · S 5%
Number of Stocks
16
40
Portfolio P/E
48.24
30.67
Top 5 Holdings
—
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%