Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
SHREE RAMA MANAGERS - Shree Lakshmi 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
1.41%
−1.73%
6 Months
13.18%
6.62%
1 Year
2.91%
3.66%
3 Years
14.27%
7.96%
5 Years
—
—
Since Inception
11.83%
12.37%
Fund Age
4 yrs 11 mo
4 yrs 2 mo
AUM
₹31.01 Cr
₹134.62 Cr
Alpha – 1 Year
−1.81%
0.68%
Alpha – 3 Years
2.18%
−3.93%
Information Ratio – 3 Years
0.24
-0.10
Volatility – 1 Year
18.67%
21.69%
Volatility – 3 Years
17.11%
21.88%
Beta – 1 Year
0.97
1.14
Beta – 3 Years
0.95
1.11
Sharpe Ratio – 1 Year
-0.04
0.02
Sharpe Ratio – 3 Years
0.56
0.21
Worst Rolling Year
12.64%
7.96%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−24.73%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
—
Portfolio P/E
54.84
—
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
—
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%