Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
NMR GROWTH STRATEGY
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
5.30%
6 Months
12.65%
39.16%
1 Year
22.80%
20.20%
3 Years
18.05%
—
5 Years
41.98%
—
Since Inception
7.54%
17.87%
Fund Age
9 yrs 2 mo
19 mo
AUM
₹9.17 Cr
₹82.38 Cr
Alpha – 1 Year
24.84%
15.48%
Alpha – 3 Years
11.40%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.50%
34.86%
Volatility – 3 Years
17.94%
—
Beta – 1 Year
—
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.82
0.53
Sharpe Ratio – 3 Years
0.76
—
Worst Rolling Year
-34.33%
—
Value at Worst Rolling Year
₹0.66 Cr
—
Deepest Drawdown
−18.33%
−24.64%
Recovery Period
81 days
Not yet recovered
1-Year Rolling Windows Positive
68.37%
—
Median Rolling Year
26.92%
—
5-Year Rolling Windows Positive
74.51%
—
Market-Cap Mix
L 13% · M 14% · S 73%
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Number of Stocks
18
—
Portfolio P/E
18.68
—
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
15% of profit
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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