Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Unifi Insider Shadow*
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.30%
4.21%
6 Months
39.16%
10.07%
1 Year
20.20%
9.44%
3 Years
—
8.18%
5 Years
—
8.16%
Since Inception
17.87%
14.06%
Fund Age
19 mo
16 yrs 4 mo
AUM
₹82.38 Cr
₹85.99 Cr
Alpha – 1 Year
15.48%
4.72%
Alpha – 3 Years
—
−3.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.86%
17.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.65
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.53
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−24.64%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
—
Number of Stocks
—
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Portfolio P/E
—
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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
—
Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
—
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