Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
NMR GROWTH STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.54%
5.30%
6 Months
22.22%
39.16%
1 Year
18.30%
20.20%
3 Years
15.67%
—
5 Years
—
—
Since Inception
20.11%
17.87%
Fund Age
3 yrs 4 mo
19 mo
AUM
₹135.39 Cr
₹82.38 Cr
Alpha – 1 Year
11.45%
15.48%
Alpha – 3 Years
4.63%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.13%
34.86%
Volatility – 3 Years
22.86%
—
Beta – 1 Year
2.68
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.49
0.53
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
12.96%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.31%
−24.64%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.16%
—
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)
3% / 2% / 1%
—