Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
−3.00%
6 Months
11.75%
11.07%
1 Year
−2.37%
9.25%
3 Years
17.81%
3.01%
5 Years
14.66%
—
Since Inception
18.91%
10.50%
Fund Age
23 yrs 5 mo
4 yrs 2 mo
AUM
₹3,220.2 Cr
₹74.56 Cr
Alpha – 1 Year
−5.35%
6.27%
Alpha – 3 Years
5.93%
−8.88%
Information Ratio – 3 Years
0.54
-0.48
Volatility – 1 Year
21.49%
15.51%
Volatility – 3 Years
20.84%
18.23%
Beta – 1 Year
1.07
0.71
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
-0.27
0.29
Sharpe Ratio – 3 Years
0.64
-0.05
Worst Rolling Year
-7.44%
3.02%
Value at Worst Rolling Year
₹0.93 Cr
₹1.03 Cr
Deepest Drawdown
−27.33%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 48% · S 19%
—
Number of Stocks
27
—
Portfolio P/E
57.85
—
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
—
Top Sectors
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%