Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
SHREE RAMA MANAGERS - Shree Vriddhi 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%
−3.00%
6 Months
10.86%
11.07%
1 Year
−4.49%
9.25%
3 Years
22.00%
3.01%
5 Years
21.09%
—
Since Inception
7.35%
10.50%
Fund Age
8 yrs 9 mo
4 yrs 2 mo
AUM
₹1,454.75 Cr
₹74.56 Cr
Alpha – 1 Year
−7.47%
6.27%
Alpha – 3 Years
10.11%
−8.88%
Information Ratio – 3 Years
0.32
-0.48
Volatility – 1 Year
31.30%
15.51%
Volatility – 3 Years
27.30%
18.23%
Beta – 1 Year
1.42
0.71
Beta – 3 Years
1.22
0.88
Sharpe Ratio – 1 Year
-0.18
0.29
Sharpe Ratio – 3 Years
0.66
-0.05
Worst Rolling Year
-30.88%
3.02%
Value at Worst Rolling Year
₹0.69 Cr
₹1.03 Cr
Deepest Drawdown
−34.06%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
9.99%
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%