Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
−1.73%
6 Months
10.86%
6.62%
1 Year
−4.49%
3.66%
3 Years
22.00%
7.96%
5 Years
21.09%
—
Since Inception
7.35%
12.37%
Fund Age
8 yrs 9 mo
4 yrs 2 mo
AUM
₹1,454.75 Cr
₹134.62 Cr
Alpha – 1 Year
−7.47%
0.68%
Alpha – 3 Years
10.11%
−3.93%
Information Ratio – 3 Years
0.32
-0.10
Volatility – 1 Year
31.30%
21.69%
Volatility – 3 Years
27.30%
21.88%
Beta – 1 Year
1.42
1.14
Beta – 3 Years
1.22
1.11
Sharpe Ratio – 1 Year
-0.18
0.02
Sharpe Ratio – 3 Years
0.66
0.21
Worst Rolling Year
-30.88%
7.96%
Value at Worst Rolling Year
₹0.69 Cr
₹1.08 Cr
Deepest Drawdown
−34.06%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
15.34%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%