Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.87%
6 Months
−8.15%
3.49%
1 Year
−5.39%
5.55%
3 Years
10.81%
12.97%
5 Years
—
—
Since Inception
11.07%
12.27%
Fund Age
5 yrs
4 yrs 3 mo
AUM
₹121.08 Cr
₹25.94 Cr
Alpha – 1 Year
−5.32%
−0.42%
Alpha – 3 Years
−2.65%
2.07%
Information Ratio – 3 Years
-0.15
0.10
Volatility – 1 Year
24.51%
15.73%
Volatility – 3 Years
24.85%
12.26%
Beta – 1 Year
1.17
1.56
Beta – 3 Years
1.18
1.42
Sharpe Ratio – 1 Year
-0.34
0.07
Sharpe Ratio – 3 Years
0.32
0.62
Worst Rolling Year
9.88%
11.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−34.50%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%