Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.30%
−0.04%
6 Months
39.16%
0.28%
1 Year
20.20%
2.14%
3 Years
—
10.02%
5 Years
—
13.15%
Since Inception
17.87%
11.46%
Fund Age
19 mo
8 yrs 7 mo
AUM
₹82.38 Cr
₹585.94 Cr
Alpha – 1 Year
15.48%
2.49%
Alpha – 3 Years
—
1.02%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
34.86%
16.38%
Volatility – 3 Years
—
14.42%
Beta – 1 Year
1.65
1.00
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
0.53
-0.13
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.37%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−24.64%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%