Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
1.87%
6 Months
14.31%
3.49%
1 Year
23.04%
5.55%
3 Years
17.41%
12.97%
5 Years
14.44%
—
Since Inception
16.04%
12.27%
Fund Age
5 yrs 2 mo
4 yrs 3 mo
AUM
₹246.55 Cr
₹25.94 Cr
Alpha – 1 Year
18.32%
−0.42%
Alpha – 3 Years
5.32%
2.07%
Information Ratio – 3 Years
0.69
0.10
Volatility – 1 Year
16.66%
15.73%
Volatility – 3 Years
14.65%
12.26%
Beta – 1 Year
0.91
1.56
Beta – 3 Years
0.83
1.42
Sharpe Ratio – 1 Year
1.02
0.07
Sharpe Ratio – 3 Years
0.82
0.62
Worst Rolling Year
13.49%
11.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−17.20%
−11.81%
Recovery Period
198 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
—
Number of Stocks
33
—
Portfolio P/E
48.70
—
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
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
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%