Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
SHREE RAMA MANAGERS - Shree Lakshmi 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
5.45%
−1.73%
6 Months
16.85%
6.62%
1 Year
9.30%
3.66%
3 Years
14.05%
7.96%
5 Years
14.30%
—
Since Inception
24.29%
12.37%
Fund Age
14 yrs 10 mo
4 yrs 2 mo
AUM
₹372.24 Cr
₹134.62 Cr
Alpha – 1 Year
4.58%
0.68%
Alpha – 3 Years
1.97%
−3.93%
Information Ratio – 3 Years
0.33
-0.10
Volatility – 1 Year
21.18%
21.69%
Volatility – 3 Years
20.18%
21.88%
Beta – 1 Year
1.04
1.14
Beta – 3 Years
1.12
1.11
Sharpe Ratio – 1 Year
0.27
0.02
Sharpe Ratio – 3 Years
0.49
0.21
Worst Rolling Year
-10.46%
7.96%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−23.77%
−29.81%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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Top Sectors
—
—
Fixed Fee
1.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%