Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
−3.00%
6 Months
1.78%
11.07%
1 Year
5.40%
9.25%
3 Years
8.85%
3.01%
5 Years
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—
Since Inception
10.06%
10.50%
Fund Age
3 yrs 2 mo
4 yrs 2 mo
AUM
₹6 Cr
₹74.56 Cr
Alpha – 1 Year
0.68%
6.27%
Alpha – 3 Years
−3.24%
−8.88%
Information Ratio – 3 Years
-0.36
-0.48
Volatility – 1 Year
19.91%
15.51%
Volatility – 3 Years
17.03%
18.23%
Beta – 1 Year
1.12
0.71
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
0.09
0.29
Sharpe Ratio – 3 Years
0.27
-0.05
Worst Rolling Year
8.77%
3.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−18.84%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
9.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
1.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%