Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
−1.73%
6 Months
0.72%
6.62%
1 Year
5.79%
3.66%
3 Years
10.15%
7.96%
5 Years
10.22%
—
Since Inception
14.21%
12.37%
Fund Age
3 yrs 4 mo
4 yrs 2 mo
AUM
₹73.68 Cr
₹134.62 Cr
Alpha – 1 Year
−1.75%
0.68%
Alpha – 3 Years
−1.11%
−3.93%
Information Ratio – 3 Years
-0.01
-0.10
Volatility – 1 Year
7.11%
21.69%
Volatility – 3 Years
6.16%
21.88%
Beta – 1 Year
0.60
1.14
Beta – 3 Years
0.60
1.11
Sharpe Ratio – 1 Year
0.11
0.02
Sharpe Ratio – 3 Years
0.91
0.21
Worst Rolling Year
16.23%
7.96%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
—
−29.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
15.34%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%