Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
−3.00%
6 Months
−0.13%
11.07%
1 Year
−2.80%
9.25%
3 Years
13.20%
3.01%
5 Years
—
—
Since Inception
13.51%
10.50%
Fund Age
3 yrs 8 mo
4 yrs 2 mo
AUM
₹30.6 Cr
₹74.56 Cr
Alpha – 1 Year
−5.78%
6.27%
Alpha – 3 Years
1.30%
−8.88%
Information Ratio – 3 Years
0.16
-0.48
Volatility – 1 Year
16.62%
15.51%
Volatility – 3 Years
16.99%
18.23%
Beta – 1 Year
0.93
0.71
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
-0.42
0.29
Sharpe Ratio – 3 Years
0.50
-0.05
Worst Rolling Year
13.00%
3.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−20.23%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
9.99%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 44% · M 26% · S 17%
—
Number of Stocks
24
—
Portfolio P/E
32.10
—
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
—
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%