Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.02%
1.87%
6 Months
20.43%
3.49%
1 Year
14.98%
5.55%
3 Years
—
12.97%
5 Years
—
—
Since Inception
20.69%
12.27%
Fund Age
2 yrs 8 mo
4 yrs 3 mo
AUM
₹320.35 Cr
₹25.94 Cr
Alpha – 1 Year
12.00%
−0.42%
Alpha – 3 Years
—
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
24.24%
15.73%
Volatility – 3 Years
—
12.26%
Beta – 1 Year
1.26
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
0.46
0.07
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−12.04%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
—
Number of Stocks
29
—
Portfolio P/E
40.22
—
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
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%