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AMETRA - FACTORALPHA PMS vs SHREE RAMA MANAGERS - Shree Lakshmi Plan

AMETRA - FACTORALPHA PMS

SHREE RAMA MANAGERS - Shree Lakshmi Plan

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Growth of ₹1 Crore

AMETRA - FACTORALPHA PMS

SHREE RAMA MANAGERS - Shree Lakshmi Plan

Return for the risk

3 yrs return

10%

15%

SHREE RAMA MANAGERS - Shree Lakshmi Plan

8% • vol 21.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−3.15%

−1.73%

6 Months

−3.43%

6.62%

1 Year

−2.53%

3.66%

3 Years

—

7.96%

5 Years

—

Since Inception

−8.11%

12.37%

Fund Age

1 yr 10 mo

4 yrs 2 mo

AUM

₹21.08 Cr

₹134.62 Cr

Alpha – 1 Year

−7.25%

0.68%

Alpha – 3 Years

—

−3.93%

Information Ratio – 3 Years

—

-0.10

Volatility – 1 Year

13.73%

21.69%

Volatility – 3 Years

—

21.88%

Beta – 1 Year

0.74

1.14

Beta – 3 Years

—

1.11

Sharpe Ratio – 1 Year

-0.50

0.02

Sharpe Ratio – 3 Years

—

0.21

Worst Rolling Year

—

7.96%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

−10.00%

−29.81%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

15.34%

5-Year Rolling Windows Positive

—

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

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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