Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
−1.73%
6 Months
19.31%
6.62%
1 Year
11.21%
3.66%
3 Years
13.34%
7.96%
5 Years
15.02%
—
Since Inception
17.08%
12.37%
Fund Age
5 yrs 4 mo
4 yrs 2 mo
AUM
₹135.65 Cr
₹134.62 Cr
Alpha – 1 Year
6.49%
0.68%
Alpha – 3 Years
1.25%
−3.93%
Information Ratio – 3 Years
0.12
-0.10
Volatility – 1 Year
20.71%
21.69%
Volatility – 3 Years
17.79%
21.88%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
0.97
1.11
Sharpe Ratio – 1 Year
0.35
0.02
Sharpe Ratio – 3 Years
0.50
0.21
Worst Rolling Year
12.49%
7.96%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−25.10%
−29.81%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
—
Top Sectors
—
—
Fixed Fee
1.75% / yr
0.90% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%