Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
1.87%
6 Months
29.52%
3.49%
1 Year
27.35%
5.55%
3 Years
14.30%
12.97%
5 Years
12.28%
—
Since Inception
21.22%
12.27%
Fund Age
9 yrs 10 mo
4 yrs 3 mo
AUM
₹374.43 Cr
₹25.94 Cr
Alpha – 1 Year
22.63%
−0.42%
Alpha – 3 Years
2.21%
2.07%
Information Ratio – 3 Years
0.15
0.10
Volatility – 1 Year
28.49%
15.73%
Volatility – 3 Years
24.50%
12.26%
Beta – 1 Year
1.39
1.56
Beta – 3 Years
1.24
1.42
Sharpe Ratio – 1 Year
0.80
0.07
Sharpe Ratio – 3 Years
0.46
0.62
Worst Rolling Year
-3.89%
11.68%
Value at Worst Rolling Year
₹0.96 Cr
₹1.12 Cr
Deepest Drawdown
−30.92%
−11.81%
Recovery Period
484 days
122 days
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
—
Portfolio P/E
36.10
—
Top 5 Holdings
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%