Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
−3.00%
6 Months
22.24%
11.07%
1 Year
21.33%
9.25%
3 Years
15.83%
3.01%
5 Years
20.63%
—
Since Inception
19.53%
10.50%
Fund Age
11 yrs
4 yrs 2 mo
AUM
₹101.92 Cr
₹74.56 Cr
Alpha – 1 Year
21.68%
6.27%
Alpha – 3 Years
6.83%
−8.88%
Information Ratio – 3 Years
0.61
-0.48
Volatility – 1 Year
21.87%
15.51%
Volatility – 3 Years
21.68%
18.23%
Beta – 1 Year
1.10
0.71
Beta – 3 Years
1.12
0.88
Sharpe Ratio – 1 Year
0.75
0.29
Sharpe Ratio – 3 Years
0.65
-0.05
Worst Rolling Year
-17.09%
3.02%
Value at Worst Rolling Year
₹0.83 Cr
₹1.03 Cr
Deepest Drawdown
−27.12%
−41.63%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
—
Number of Stocks
65
—
Portfolio P/E
51.62
—
Top 5 Holdings
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
—
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%