Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
−3.00%
6 Months
19.63%
11.07%
1 Year
10.64%
9.25%
3 Years
12.35%
3.01%
5 Years
10.14%
—
Since Inception
15.37%
10.50%
Fund Age
7 yrs 4 mo
4 yrs 2 mo
AUM
₹270.22 Cr
₹74.56 Cr
Alpha – 1 Year
5.92%
6.27%
Alpha – 3 Years
0.26%
−8.88%
Information Ratio – 3 Years
0.03
-0.48
Volatility – 1 Year
18.45%
15.51%
Volatility – 3 Years
15.68%
18.23%
Beta – 1 Year
0.92
0.71
Beta – 3 Years
0.90
0.88
Sharpe Ratio – 1 Year
0.35
0.29
Sharpe Ratio – 3 Years
0.49
-0.05
Worst Rolling Year
6.65%
3.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−22.78%
−41.63%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
—
Number of Stocks
44
—
Portfolio P/E
41.34
—
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%