NMR GROWTH STRATEGY PMS: Returns, Portfolio & Fees

PMS · Equity · Small Cap

NMR GROWTH STRATEGY

Fund size₹82 Cr

IRRSince inception17.87%

1Y return20.20%

Fund age19 mo

Fund Manager

NISHITH MINESH SHAH

Fund Manager, PMS, NMR

Mr. Nishith Shah ,Portfolio Manager ,Mr. Nishith Shah brings over a decade of experience in equity markets, with a strong track record across investment research, portfolio management, and fund strategy.Previously, he served as Co-Fund Manager at Aequitas Investment Consultancy Pvt. Ltd., where he co-managed a Category III AIF with an AUM of ?1,500 crore, focused on long-only, long-term equity investments. During his 5 years and 5 months tenure at Aequitas, he gained deep expertise in building concentrated, research-backed portfolios.Before Aequitas, he managed his family’s investment portfolio, gaining hands-on experience across both investing and trading strategies. He also had an early stint with Multi-Act Equity Consultancy Pvt. Ltd., where he further strengthened his understanding of equity research and portfolio construction.Qualifications:Chartered Accountant (CA),Chartered Financial Analyst (CFA), Level III cleared

Managing AUM₹82 Cr

Growth of₹Cr

NMR GROWTH

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
NMR GROWTH	28.30%	20.20%	—	—	—	17.87%
Nifty 500	−1.02%	4.72%	—	—	—	3.70%
Excess over benchmark	29.32%	15.48%	—	—	—	14.17%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

34.86%

Benchmark approx 15.81%

A standard deviation reflecting historical swings.

Sensitivity

1.65

Beta vs benchmark 1.00 · 65% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.53

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −24.64%, and recovered on 31 May 2026.

Max drawdowns

−24.64%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−24.64%	–	31 May 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−24.64%

Fell over–

Recovered31 May 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Asset class

Equity

Top 5 holdings

Sanghvi Movers Ltd11.58%

Steel Strips Wheels Ltd10.85%

Technocraft Industries (India) Ltd9.43%

Garware Hi Tech Films Ltd8.37%

Surya Roshni Ltd8.12%

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.

VariablePlan A · Simple

Fixed Management Fee2.00% / yr

Performance FeeNone

Hurdle RateNot applicable

PerformancePlan B · Performance Linked

Fixed Management FeeNone

Performance Fee15% of profit

Hurdle RateNot applicable

Lock-in: Nil.

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