Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
−3.00%
6 Months
21.51%
11.07%
1 Year
15.87%
9.25%
3 Years
14.38%
3.01%
5 Years
17.96%
—
Since Inception
16.82%
10.50%
Fund Age
8 yrs 9 mo
4 yrs 2 mo
AUM
₹1,503.25 Cr
₹74.56 Cr
Alpha – 1 Year
11.15%
6.27%
Alpha – 3 Years
2.29%
−8.88%
Information Ratio – 3 Years
0.39
-0.48
Volatility – 1 Year
27.51%
15.51%
Volatility – 3 Years
22.70%
18.23%
Beta – 1 Year
1.48
0.71
Beta – 3 Years
1.25
0.88
Sharpe Ratio – 1 Year
0.47
0.29
Sharpe Ratio – 3 Years
0.50
-0.05
Worst Rolling Year
1.64%
3.02%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−24.39%
−41.63%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
—
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%