Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
−1.73%
6 Months
24.60%
6.62%
1 Year
7.56%
3.66%
3 Years
20.98%
7.96%
5 Years
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—
Since Inception
24.10%
12.37%
Fund Age
4 yrs 4 mo
4 yrs 2 mo
AUM
₹3.89 Cr
₹134.62 Cr
Alpha – 1 Year
4.58%
0.68%
Alpha – 3 Years
9.08%
−3.93%
Information Ratio – 3 Years
0.07
-0.10
Volatility – 1 Year
32.74%
21.69%
Volatility – 3 Years
27.24%
21.88%
Beta – 1 Year
1.49
1.14
Beta – 3 Years
1.30
1.11
Sharpe Ratio – 1 Year
0.20
0.02
Sharpe Ratio – 3 Years
0.49
0.21
Worst Rolling Year
17.91%
7.96%
Value at Worst Rolling Year
₹1.18 Cr
₹1.08 Cr
Deepest Drawdown
−34.40%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
15.34%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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Top Sectors
—
—
Fixed Fee
2.25% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%