Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
NMR GROWTH STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
5.30%
6 Months
−2.30%
39.16%
1 Year
1.68%
20.20%
3 Years
13.91%
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5 Years
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Since Inception
14.05%
17.87%
Fund Age
3 yrs 10 mo
19 mo
AUM
₹53.78 Cr
₹82.38 Cr
Alpha – 1 Year
−3.04%
15.48%
Alpha – 3 Years
1.82%
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Information Ratio – 3 Years
0.34
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Volatility – 1 Year
15.80%
34.86%
Volatility – 3 Years
15.64%
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Beta – 1 Year
0.86
1.65
Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.15
0.53
Sharpe Ratio – 3 Years
0.71
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Worst Rolling Year
15.78%
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Value at Worst Rolling Year
₹1.16 Cr
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Deepest Drawdown
−18.40%
−24.64%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
20.35%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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