Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
1.87%
6 Months
13.18%
3.49%
1 Year
2.91%
5.55%
3 Years
14.27%
12.97%
5 Years
—
—
Since Inception
11.83%
12.27%
Fund Age
4 yrs 11 mo
4 yrs 3 mo
AUM
₹31.01 Cr
₹25.94 Cr
Alpha – 1 Year
−1.81%
−0.42%
Alpha – 3 Years
2.18%
2.07%
Information Ratio – 3 Years
0.24
0.10
Volatility – 1 Year
18.67%
15.73%
Volatility – 3 Years
17.11%
12.26%
Beta – 1 Year
0.97
1.56
Beta – 3 Years
0.95
1.42
Sharpe Ratio – 1 Year
-0.04
0.07
Sharpe Ratio – 3 Years
0.56
0.62
Worst Rolling Year
12.64%
11.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−24.73%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
17.02%
5-Year Rolling Windows Positive
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—
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%
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 · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%