Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
−3.00%
6 Months
23.68%
11.07%
1 Year
18.36%
9.25%
3 Years
19.56%
3.01%
5 Years
16.83%
—
Since Inception
14.91%
10.50%
Fund Age
9 yrs 3 mo
4 yrs 2 mo
AUM
₹884.23 Cr
₹74.56 Cr
Alpha – 1 Year
13.64%
6.27%
Alpha – 3 Years
7.47%
−8.88%
Information Ratio – 3 Years
0.73
-0.48
Volatility – 1 Year
27.03%
15.51%
Volatility – 3 Years
23.64%
18.23%
Beta – 1 Year
1.39
0.71
Beta – 3 Years
1.25
0.88
Sharpe Ratio – 1 Year
0.55
0.29
Sharpe Ratio – 3 Years
0.71
-0.05
Worst Rolling Year
-7.52%
3.02%
Value at Worst Rolling Year
₹0.92 Cr
₹1.03 Cr
Deepest Drawdown
−24.68%
−41.63%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 23% · S 57%
—
Number of Stocks
18
—
Portfolio P/E
42.38
—
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
—
Top Sectors
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%