Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
1.87%
6 Months
15.19%
3.49%
1 Year
3.21%
5.55%
3 Years
19.65%
12.97%
5 Years
—
—
Since Inception
25.09%
12.27%
Fund Age
3 yrs 5 mo
4 yrs 3 mo
AUM
₹4,148.34 Cr
₹25.94 Cr
Alpha – 1 Year
0.23%
−0.42%
Alpha – 3 Years
7.77%
2.07%
Information Ratio – 3 Years
0.62
0.10
Volatility – 1 Year
21.54%
15.73%
Volatility – 3 Years
22.15%
12.26%
Beta – 1 Year
1.06
1.56
Beta – 3 Years
1.15
1.42
Sharpe Ratio – 1 Year
-0.01
0.07
Sharpe Ratio – 3 Years
0.68
0.62
Worst Rolling Year
19.49%
11.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−27.91%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
17.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
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Number of Stocks
26
—
Portfolio P/E
55.82
—
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%