Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
1.87%
6 Months
7.09%
3.49%
1 Year
−3.99%
5.55%
3 Years
6.36%
12.97%
5 Years
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Since Inception
8.96%
12.27%
Fund Age
3 yrs 3 mo
4 yrs 3 mo
AUM
₹101.42 Cr
₹25.94 Cr
Alpha – 1 Year
−8.71%
−0.42%
Alpha – 3 Years
−5.73%
2.07%
Information Ratio – 3 Years
-0.76
0.10
Volatility – 1 Year
21.06%
15.73%
Volatility – 3 Years
16.81%
12.26%
Beta – 1 Year
1.13
1.56
Beta – 3 Years
1.00
1.42
Sharpe Ratio – 1 Year
-0.35
0.07
Sharpe Ratio – 3 Years
0.15
0.62
Worst Rolling Year
5.39%
11.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−25.09%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.02%
17.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
25
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Portfolio P/E
—
—
Top 5 Holdings
—
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
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%