Portfolio Management Services (PMS)Compare Schemes
NMR GROWTH STRATEGY vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
NMR GROWTH STRATEGY
Wallfort Focus Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.30%
2.85%
6 Months
39.16%
3.29%
1 Year
20.20%
−1.12%
3 Years
—
—
5 Years
—
—
Since Inception
17.87%
−3.22%
Fund Age
19 mo
1 mo
AUM
₹82.38 Cr
₹1.49 Cr
Alpha – 1 Year
15.48%
−5.84%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.86%
25.43%
Volatility – 3 Years
—
—
Beta – 1 Year
1.65
1.37
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.53
-0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−24.64%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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
2.00% / yr
Performance Fee / Plan
Variable Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%