Portfolio Management Services (PMS)Compare Schemes
Merisis Catalyst Series 1 vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Merisis Catalyst Series 1
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.20%
−3.00%
6 Months
9.62%
11.07%
1 Year
—
9.25%
3 Years
—
3.01%
5 Years
—
—
Since Inception
3.28%
10.50%
Fund Age
9 mo
4 yrs 2 mo
AUM
₹0.81 Cr
₹74.56 Cr
Alpha – 1 Year
—
6.27%
Alpha – 3 Years
—
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
—
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
—
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−41.63%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 79%
—
Number of Stocks
8
—
Portfolio P/E
32.20
—
Top 5 Holdings
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
—
Top Sectors
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
—
Fixed Fee
1.20% / yr
0.90% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%