Compare Schemes

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning vs SHREE RAMA MANAGERS - Shree Lakshmi Plan

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

SHREE RAMA MANAGERS - Shree Lakshmi Plan

Add Scheme

Growth of ₹1 Crore

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

SHREE RAMA MANAGERS - Shree Lakshmi Plan

Return for the risk

3 yrs return

10%

15%

SHREE RAMA MANAGERS - Shree Lakshmi Plan

8% • vol 21.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.32%

−1.73%

6 Months

1.29%

6.62%

1 Year

4.91%

3.66%

3 Years

—

7.96%

5 Years

—

Since Inception

6.59%

12.37%

Fund Age

3 yrs 4 mo

4 yrs 2 mo

AUM

₹1.17 Cr

₹134.62 Cr

Alpha – 1 Year

5.26%

0.68%

Alpha – 3 Years

—

−3.93%

Information Ratio – 3 Years

—

-0.10

Volatility – 1 Year

7.14%

21.69%

Volatility – 3 Years

—

21.88%

Beta – 1 Year

0.44

1.14

Beta – 3 Years

—

1.11

Sharpe Ratio – 1 Year

-0.03

0.02

Sharpe Ratio – 3 Years

—

0.21

Worst Rolling Year

—

7.96%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

—

−29.81%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

15.34%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

0.90% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.