Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
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
4.14%
−3.00%
6 Months
12.03%
11.07%
1 Year
22.15%
9.25%
3 Years
14.49%
3.01%
5 Years
12.37%
—
Since Inception
12.90%
10.50%
Fund Age
11 yrs 5 mo
4 yrs 2 mo
AUM
₹441.87 Cr
₹74.56 Cr
Alpha – 1 Year
17.43%
6.27%
Alpha – 3 Years
2.40%
−8.88%
Information Ratio – 3 Years
0.31
-0.48
Volatility – 1 Year
19.08%
15.51%
Volatility – 3 Years
17.65%
18.23%
Beta – 1 Year
1.04
0.71
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
0.87
0.29
Sharpe Ratio – 3 Years
0.56
-0.05
Worst Rolling Year
-0.27%
3.02%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−20.94%
−41.63%
Recovery Period
153 days
Not yet recovered
1-Year Rolling Windows Positive
99.03%
100.00%
Median Rolling Year
14.69%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 34% · S 25%
—
Number of Stocks
29
—
Portfolio P/E
31.76
—
Top 5 Holdings
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
—
Top Sectors
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%