Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.30%
1.81%
6 Months
39.16%
1.04%
1 Year
20.20%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
17.87%
8.72%
Fund Age
19 mo
3 yrs 3 mo
AUM
₹82.38 Cr
₹10.49 Cr
Alpha – 1 Year
15.48%
−5.71%
Alpha – 3 Years
—
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
34.86%
12.03%
Volatility – 3 Years
—
9.92%
Beta – 1 Year
1.65
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.53
-0.37
Sharpe Ratio – 3 Years
—
0.02
Worst Rolling Year
—
4.93%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−24.64%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%