Portfolio Management Services (PMS)Compare Schemes
Marcellus - Rising Giants vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Marcellus - Rising Giants
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
−1.73%
6 Months
4.60%
6.62%
1 Year
−5.85%
3.66%
3 Years
5.64%
7.96%
5 Years
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Since Inception
−0.46%
12.37%
Fund Age
4 yrs 7 mo
4 yrs 2 mo
AUM
₹87.75 Cr
₹134.62 Cr
Alpha – 1 Year
−8.83%
0.68%
Alpha – 3 Years
−6.25%
−3.93%
Information Ratio – 3 Years
-0.73
-0.10
Volatility – 1 Year
16.46%
21.69%
Volatility – 3 Years
15.18%
21.88%
Beta – 1 Year
0.88
1.14
Beta – 3 Years
0.84
1.11
Sharpe Ratio – 1 Year
-0.62
0.02
Sharpe Ratio – 3 Years
0.08
0.21
Worst Rolling Year
-2.49%
7.96%
Value at Worst Rolling Year
₹0.98 Cr
₹1.08 Cr
Deepest Drawdown
−20.88%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
87.97%
100.00%
Median Rolling Year
5.97%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 79%
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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Top Sectors
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Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%