Portfolio Management Services (PMS)Compare Schemes
NAFA CLEAN TECH PORTFOLIO vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
NAFA CLEAN TECH PORTFOLIO
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
2.78%
6 Months
9.35%
1.92%
1 Year
10.43%
0.43%
3 Years
15.16%
—
5 Years
—
—
Since Inception
21.24%
6.17%
Fund Age
4 yrs 11 mo
2 yrs 2 mo
AUM
₹16.88 Cr
₹22.98 Cr
Alpha – 1 Year
8.57%
−2.55%
Alpha – 3 Years
3.08%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
33.08%
16.90%
Volatility – 3 Years
27.65%
—
Beta – 1 Year
1.54
0.96
Beta – 3 Years
1.38
—
Sharpe Ratio – 1 Year
0.28
-0.22
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
12.88%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−32.66%
−16.17%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.61%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 17% · S 71%
L 61% · M 14% · S 21%
Number of Stocks
16
41
Portfolio P/E
48.24
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%