Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.12%
−3.00%
6 Months
0.78%
11.07%
1 Year
0.49%
9.25%
3 Years
—
3.01%
5 Years
—
—
Since Inception
4.91%
10.50%
Fund Age
2 yrs 3 mo
4 yrs 2 mo
AUM
₹1.52 Cr
₹74.56 Cr
Alpha – 1 Year
−2.49%
6.27%
Alpha – 3 Years
—
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
16.48%
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
0.92
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.33
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−13.58%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 64% · M 1% · S 35%
—
Number of Stocks
28
—
Portfolio P/E
22.45
—
Top 5 Holdings
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
—
Top Sectors
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
—
Fixed Fee
2.25% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%