Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
−1.73%
6 Months
10.61%
6.62%
1 Year
3.27%
3.66%
3 Years
5.81%
7.96%
5 Years
4.77%
—
Since Inception
12.23%
12.37%
Fund Age
7 yrs 7 mo
4 yrs 2 mo
AUM
₹1,666.24 Cr
₹134.62 Cr
Alpha – 1 Year
3.70%
0.68%
Alpha – 3 Years
−2.76%
−3.93%
Information Ratio – 3 Years
-0.29
-0.10
Volatility – 1 Year
19.50%
21.69%
Volatility – 3 Years
16.37%
21.88%
Beta – 1 Year
1.09
1.14
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
-0.02
0.02
Sharpe Ratio – 3 Years
0.10
0.21
Worst Rolling Year
0.36%
7.96%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−23.56%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.77%
100.00%
Median Rolling Year
8.56%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 42% · M 32% · S 25%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%