Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
SHREE RAMA MANAGERS - Shree Lakshmi 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
0.61%
−1.73%
6 Months
11.19%
6.62%
1 Year
4.47%
3.66%
3 Years
14.82%
7.96%
5 Years
12.64%
—
Since Inception
13.38%
12.37%
Fund Age
19 yrs
4 yrs 2 mo
AUM
₹1,249 Cr
₹134.62 Cr
Alpha – 1 Year
4.82%
0.68%
Alpha – 3 Years
5.82%
−3.93%
Information Ratio – 3 Years
0.87
-0.10
Volatility – 1 Year
21.24%
21.69%
Volatility – 3 Years
17.51%
21.88%
Beta – 1 Year
1.09
1.14
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
0.05
0.02
Sharpe Ratio – 3 Years
0.69
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−29.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%