Portfolio Management Services (PMS)Compare Schemes
AMETRA -FACTORCORE PMS vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
AMETRA -FACTORCORE PMS
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.30%
−1.73%
6 Months
−0.17%
6.62%
1 Year
14.07%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
13.81%
12.37%
Fund Age
12 mo
4 yrs 2 mo
AUM
₹1.06 Cr
₹134.62 Cr
Alpha – 1 Year
9.35%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
15.45%
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
0.73
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.59
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.29%
−29.81%
Recovery Period
Not yet recovered
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
0.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%