Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
1.87%
6 Months
7.54%
3.49%
1 Year
8.20%
5.55%
3 Years
—
12.97%
5 Years
—
—
Since Inception
2.83%
12.27%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹18.5 Cr
₹25.94 Cr
Alpha – 1 Year
3.48%
−0.42%
Alpha – 3 Years
—
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
18.53%
15.73%
Volatility – 3 Years
—
12.26%
Beta – 1 Year
1.05
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
0.23
0.07
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.67%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 18% · S 29%
—
Number of Stocks
15
—
Portfolio P/E
—
—
Top 5 Holdings
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
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
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%