Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
JM-Apex
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
1.87%
6 Months
17.39%
3.49%
1 Year
20.93%
5.55%
3 Years
17.01%
12.97%
5 Years
—
—
Since Inception
19.54%
12.27%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
₹615.02 Cr
₹25.94 Cr
Alpha – 1 Year
16.21%
−0.42%
Alpha – 3 Years
4.92%
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
19.36%
15.73%
Volatility – 3 Years
18.51%
12.26%
Beta – 1 Year
1.01
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
0.81
0.07
Sharpe Ratio – 3 Years
0.72
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.79%
−11.81%
Recovery Period
45 days
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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)
3% / 2% / 0%
0% / 0% / 0%