Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
SHREE RAMA MANAGERS - Shree Vriddhi 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
2.23%
−3.00%
6 Months
7.97%
11.07%
1 Year
6.21%
9.25%
3 Years
12.78%
3.01%
5 Years
14.19%
—
Since Inception
16.41%
10.50%
Fund Age
7 yrs 3 mo
4 yrs 2 mo
AUM
₹115.97 Cr
₹74.56 Cr
Alpha – 1 Year
1.49%
6.27%
Alpha – 3 Years
0.69%
−8.88%
Information Ratio – 3 Years
0.20
-0.48
Volatility – 1 Year
15.75%
15.51%
Volatility – 3 Years
15.69%
18.23%
Beta – 1 Year
0.82
0.71
Beta – 3 Years
0.88
0.88
Sharpe Ratio – 1 Year
0.12
0.29
Sharpe Ratio – 3 Years
0.51
-0.05
Worst Rolling Year
11.84%
3.02%
Value at Worst Rolling Year
₹1.12 Cr
₹1.03 Cr
Deepest Drawdown
−23.37%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
0.90% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%