Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.31%
1.87%
6 Months
−2.04%
3.49%
1 Year
−0.53%
5.55%
3 Years
—
12.97%
5 Years
—
—
Since Inception
0.16%
12.27%
Fund Age
18 mo
4 yrs 3 mo
AUM
₹43.74 Cr
₹25.94 Cr
Alpha – 1 Year
−3.51%
−0.42%
Alpha – 3 Years
—
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
21.70%
15.73%
Volatility – 3 Years
—
12.26%
Beta – 1 Year
1.21
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
-0.17
0.07
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−18.25%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 36% · M 15% · S 46%
—
Number of Stocks
19
—
Portfolio P/E
9.63
—
Top 5 Holdings
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%