Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
−3.00%
6 Months
5.09%
11.07%
1 Year
0.26%
9.25%
3 Years
9.53%
3.01%
5 Years
5.40%
—
Since Inception
12.09%
10.50%
Fund Age
8 yrs 5 mo
4 yrs 2 mo
AUM
₹1,644.09 Cr
₹74.56 Cr
Alpha – 1 Year
0.61%
6.27%
Alpha – 3 Years
0.54%
−8.88%
Information Ratio – 3 Years
0.06
-0.48
Volatility – 1 Year
17.94%
15.51%
Volatility – 3 Years
17.25%
18.23%
Beta – 1 Year
1.03
0.71
Beta – 3 Years
1.11
0.88
Sharpe Ratio – 1 Year
-0.20
0.29
Sharpe Ratio – 3 Years
0.31
-0.05
Worst Rolling Year
2.29%
3.02%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−21.60%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 36% · S 14%
—
Number of Stocks
20
—
Portfolio P/E
34.38
—
Top 5 Holdings
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
—
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%