Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.52%
−3.00%
6 Months
17.08%
11.07%
1 Year
3.81%
9.25%
3 Years
—
3.01%
5 Years
—
—
Since Inception
7.25%
10.50%
Fund Age
2 yrs 4 mo
4 yrs 2 mo
AUM
₹129.96 Cr
₹74.56 Cr
Alpha – 1 Year
−0.91%
6.27%
Alpha – 3 Years
—
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
22.22%
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
1.11
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.03
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−41.63%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
33
—
Portfolio P/E
36.26
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%