Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
NMR GROWTH STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
5.30%
6 Months
11.19%
39.16%
1 Year
4.47%
20.20%
3 Years
14.82%
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5 Years
12.64%
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Since Inception
13.38%
17.87%
Fund Age
19 yrs
19 mo
AUM
₹1,249 Cr
₹82.38 Cr
Alpha – 1 Year
4.82%
15.48%
Alpha – 3 Years
5.82%
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Information Ratio – 3 Years
0.87
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Volatility – 1 Year
21.24%
34.86%
Volatility – 3 Years
17.51%
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Beta – 1 Year
1.09
1.65
Beta – 3 Years
1.04
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Sharpe Ratio – 1 Year
0.05
0.53
Sharpe Ratio – 3 Years
0.69
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
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−24.64%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 40% · S 15%
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Number of Stocks
25
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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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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