Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
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
2.26%
1.87%
6 Months
14.94%
3.49%
1 Year
8.00%
5.55%
3 Years
—
12.97%
5 Years
—
—
Since Inception
8.49%
12.27%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹41.73 Cr
₹25.94 Cr
Alpha – 1 Year
5.02%
−0.42%
Alpha – 3 Years
—
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
27.44%
15.73%
Volatility – 3 Years
—
12.26%
Beta – 1 Year
1.39
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
0.20
0.07
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.11%
−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 2% · M 1% · S 94%
—
Number of Stocks
49
—
Portfolio P/E
37.54
—
Top 5 Holdings
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
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
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%