Portfolio Management Services (PMS)Compare Schemes
Maximal Pathfinder Value Fund vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Maximal Pathfinder Value Fund
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
1.05%
−3.00%
6 Months
10.77%
11.07%
1 Year
14.08%
9.25%
3 Years
15.75%
3.01%
5 Years
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Since Inception
25.14%
10.50%
Fund Age
4 yrs 3 mo
4 yrs 2 mo
AUM
₹198.82 Cr
₹74.56 Cr
Alpha – 1 Year
9.36%
6.27%
Alpha – 3 Years
3.66%
−8.88%
Information Ratio – 3 Years
0.34
-0.48
Volatility – 1 Year
22.89%
15.51%
Volatility – 3 Years
20.12%
18.23%
Beta – 1 Year
1.24
0.71
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.45
0.29
Sharpe Ratio – 3 Years
0.57
-0.05
Worst Rolling Year
15.75%
3.02%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−20.35%
−41.63%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.48%
9.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%