Portfolio Management Services (PMS)Compare Schemes
MOAT - Auxano Opportunity Fund vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
MOAT - Auxano Opportunity Fund
NMR GROWTH STRATEGY
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · -2%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.63%
5.30%
6 Months
14.52%
39.16%
1 Year
20.60%
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
19.45%
17.87%
Fund Age
12 mo
19 mo
AUM
—
₹82.38 Cr
Alpha – 1 Year
22.56%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.82%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
1.30
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.65
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.69%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—