Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Pace - Secure
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
−1.73%
6 Months
2.89%
6.62%
1 Year
7.86%
3.66%
3 Years
10.62%
7.96%
5 Years
10.19%
—
Since Inception
9.46%
12.37%
Fund Age
5 yrs 7 mo
4 yrs 2 mo
AUM
₹158.06 Cr
₹134.62 Cr
Alpha – 1 Year
−1.70%
0.68%
Alpha – 3 Years
0.86%
−3.93%
Information Ratio – 3 Years
0.37
-0.10
Volatility – 1 Year
1.80%
21.69%
Volatility – 3 Years
3.43%
21.88%
Beta – 1 Year
0.81
1.14
Beta – 3 Years
0.63
1.11
Sharpe Ratio – 1 Year
1.30
0.02
Sharpe Ratio – 3 Years
1.53
0.21
Worst Rolling Year
8.14%
7.96%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
—
−29.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.61%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%