Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.30%
−0.54%
6 Months
39.16%
12.07%
1 Year
20.20%
11.66%
3 Years
—
13.52%
5 Years
—
—
Since Inception
17.87%
14.98%
Fund Age
19 mo
3 yrs 6 mo
AUM
₹82.38 Cr
₹447.27 Cr
Alpha – 1 Year
15.48%
6.94%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
34.86%
21.15%
Volatility – 3 Years
—
18.85%
Beta – 1 Year
1.65
1.14
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.53
0.37
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−24.64%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 29%
Number of Stocks
—
—
Portfolio P/E
—
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%