Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
−3.00%
6 Months
5.44%
11.07%
1 Year
8.55%
9.25%
3 Years
—
3.01%
5 Years
—
—
Since Inception
13.60%
10.50%
Fund Age
2 yrs 9 mo
4 yrs 2 mo
AUM
₹1.41 Cr
₹74.56 Cr
Alpha – 1 Year
3.83%
6.27%
Alpha – 3 Years
—
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
17.87%
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
1.03
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.27
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−13.69%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
14
—
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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Top Sectors
—
—
Fixed Fee
1.10% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%