Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
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
4 yrs 3 mo
AUM
₹82.38 Cr
₹53.49 Cr
Alpha – 1 Year
15.48%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.86%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.65
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.53
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−24.64%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
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—
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%
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Top Sectors
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—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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