Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.30%
4.17%
6 Months
39.16%
20.15%
1 Year
20.20%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
17.87%
17.47%
Fund Age
19 mo
5 yrs 8 mo
AUM
₹82.38 Cr
₹112.12 Cr
Alpha – 1 Year
15.48%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
34.86%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.65
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.53
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−24.64%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
—
28
Portfolio P/E
—
38.78
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
1.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%