Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
−1.73%
6 Months
27.55%
6.62%
1 Year
—
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
23.98%
12.37%
Fund Age
7 mo
4 yrs 2 mo
AUM
₹3.83 Cr
₹134.62 Cr
Alpha – 1 Year
—
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
—
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
—
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
—
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−29.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 55%
—
Number of Stocks
32
—
Portfolio P/E
49.25
—
Top 5 Holdings
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
—
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%