Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.87%
6 Months
32.15%
3.49%
1 Year
16.77%
5.55%
3 Years
19.00%
12.97%
5 Years
20.10%
—
Since Inception
27.01%
12.27%
Fund Age
6 yrs 10 mo
4 yrs 3 mo
AUM
₹247.64 Cr
₹25.94 Cr
Alpha – 1 Year
13.79%
−0.42%
Alpha – 3 Years
7.10%
2.07%
Information Ratio – 3 Years
0.30
0.10
Volatility – 1 Year
39.13%
15.73%
Volatility – 3 Years
29.47%
12.26%
Beta – 1 Year
1.87
1.56
Beta – 3 Years
1.36
1.42
Sharpe Ratio – 1 Year
0.42
0.07
Sharpe Ratio – 3 Years
0.55
0.62
Worst Rolling Year
15.03%
11.68%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−35.86%
−11.81%
Recovery Period
94 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%