Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.30%
3.30%
6 Months
39.16%
9.86%
1 Year
20.20%
0.86%
3 Years
—
8.29%
5 Years
—
15.11%
Since Inception
17.87%
11.40%
Fund Age
19 mo
8 yrs 7 mo
AUM
₹82.38 Cr
₹119.22 Cr
Alpha – 1 Year
15.48%
1.21%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
34.86%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
1.65
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.53
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−24.64%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%