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NMR GROWTH STRATEGY vs Omni Dynamic Allocator

NMR GROWTH STRATEGY

Omni Dynamic Allocator

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Growth of ₹1 Crore

NMR GROWTH STRATEGY

Omni Dynamic Allocator

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 4.7%

NMR GROWTH STRATEGY

20.2% • vol 34.9%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

5.30%

−1.08%

6 Months

39.16%

1.57%

1 Year

20.20%

—

3 Years

—

5 Years

—

Since Inception

17.87%

−0.82%

Fund Age

19 mo

8 mo

AUM

₹82.38 Cr

₹0.53 Cr

Alpha – 1 Year

15.48%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.86%

—

Volatility – 3 Years

—

Beta – 1 Year

1.65

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.53

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−24.64%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 28% · M 13% · S 34%

Number of Stocks

—

Portfolio P/E

—

11.34

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%

Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%

LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%

BHARAT Bond ETF - April 2033 · 8.33%

Jindal Stainless Ltd · 2.59%

Bank of Baroda · 2.59%

Top Sectors

—

Financial Services · 43.41%

Government · 14.26%

Construction · 12.93%

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Variable Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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