Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
1.87%
6 Months
19.62%
3.49%
1 Year
12.19%
5.55%
3 Years
23.51%
12.97%
5 Years
13.96%
—
Since Inception
23.13%
12.27%
Fund Age
6 yrs 7 mo
4 yrs 3 mo
AUM
₹2,332.81 Cr
₹25.94 Cr
Alpha – 1 Year
9.21%
−0.42%
Alpha – 3 Years
11.63%
2.07%
Information Ratio – 3 Years
0.83
0.10
Volatility – 1 Year
26.11%
15.73%
Volatility – 3 Years
21.82%
12.26%
Beta – 1 Year
1.32
1.56
Beta – 3 Years
1.14
1.42
Sharpe Ratio – 1 Year
0.33
0.07
Sharpe Ratio – 3 Years
0.83
0.62
Worst Rolling Year
12.50%
11.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−24.27%
−11.81%
Recovery Period
461 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
—
Portfolio P/E
52.72
—
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
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%