Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
SHREE RAMA MANAGERS - Shree Vriddhi 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%
−3.00%
6 Months
16.85%
11.07%
1 Year
9.30%
9.25%
3 Years
14.05%
3.01%
5 Years
14.30%
—
Since Inception
24.29%
10.50%
Fund Age
14 yrs 10 mo
4 yrs 2 mo
AUM
₹372.24 Cr
₹74.56 Cr
Alpha – 1 Year
4.58%
6.27%
Alpha – 3 Years
1.97%
−8.88%
Information Ratio – 3 Years
0.33
-0.48
Volatility – 1 Year
21.18%
15.51%
Volatility – 3 Years
20.18%
18.23%
Beta – 1 Year
1.04
0.71
Beta – 3 Years
1.12
0.88
Sharpe Ratio – 1 Year
0.27
0.29
Sharpe Ratio – 3 Years
0.49
-0.05
Worst Rolling Year
-10.46%
3.02%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−23.77%
−41.63%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
9.99%
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%