Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
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
0.45%
−1.73%
6 Months
1.58%
6.62%
1 Year
−4.61%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
7.74%
12.37%
Fund Age
2 yrs 7 mo
4 yrs 2 mo
AUM
₹33.19 Cr
₹134.62 Cr
Alpha – 1 Year
−7.59%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
20.19%
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
1.12
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.41
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−19.06%
−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
L 5% · M 31% · S 60%
—
Number of Stocks
50
—
Portfolio P/E
39.07
—
Top 5 Holdings
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
—
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%