Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
−1.73%
6 Months
−2.07%
6.62%
1 Year
−0.17%
3.66%
3 Years
9.32%
7.96%
5 Years
7.90%
—
Since Inception
11.39%
12.37%
Fund Age
7 yrs 6 mo
4 yrs 2 mo
AUM
₹2.61 Cr
₹134.62 Cr
Alpha – 1 Year
0.18%
0.68%
Alpha – 3 Years
0.32%
−3.93%
Information Ratio – 3 Years
0.24
-0.10
Volatility – 1 Year
16.91%
21.69%
Volatility – 3 Years
14.31%
21.88%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
1.01
1.11
Sharpe Ratio – 1 Year
-0.24
0.02
Sharpe Ratio – 3 Years
0.31
0.21
Worst Rolling Year
7.30%
7.96%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−17.23%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
—
Number of Stocks
26
—
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
—
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%