Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.57%
−3.00%
6 Months
3.80%
11.07%
1 Year
20.95%
9.25%
3 Years
16.43%
3.01%
5 Years
15.76%
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Since Inception
14.79%
10.50%
Fund Age
5 yrs 8 mo
4 yrs 2 mo
AUM
₹116.87 Cr
₹74.56 Cr
Alpha – 1 Year
13.41%
6.27%
Alpha – 3 Years
5.18%
−8.88%
Information Ratio – 3 Years
0.32
-0.48
Volatility – 1 Year
9.08%
15.51%
Volatility – 3 Years
12.28%
18.23%
Beta – 1 Year
0.54
0.71
Beta – 3 Years
0.90
0.88
Sharpe Ratio – 1 Year
1.56
0.29
Sharpe Ratio – 3 Years
0.88
-0.05
Worst Rolling Year
10.68%
3.02%
Value at Worst Rolling Year
₹1.11 Cr
₹1.03 Cr
Deepest Drawdown
−18.39%
−41.63%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.68%
9.99%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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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%