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Prime Vision Growth vs SHREE RAMA MANAGERS - Shree Lakshmi Plan

Prime Vision Growth

SHREE RAMA MANAGERS - Shree Lakshmi Plan

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Growth of ₹1 Crore

Prime Vision Growth

SHREE RAMA MANAGERS - Shree Lakshmi Plan

Return for the risk

3 yrs return

10%

15%

SHREE RAMA MANAGERS - Shree Lakshmi Plan

8% • vol 21.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

1.41%

−1.73%

6 Months

0.61%

6.62%

1 Year

—

3.66%

3 Years

—

7.96%

5 Years

—

Since Inception

3.78%

12.37%

Fund Age

10 mo

4 yrs 2 mo

AUM

₹22.34 Cr

₹134.62 Cr

Alpha – 1 Year

—

0.68%

Alpha – 3 Years

—

−3.93%

Information Ratio – 3 Years

—

-0.10

Volatility – 1 Year

—

21.69%

Volatility – 3 Years

—

21.88%

Beta – 1 Year

—

1.14

Beta – 3 Years

—

1.11

Sharpe Ratio – 1 Year

—

0.02

Sharpe Ratio – 3 Years

—

0.21

Worst Rolling Year

—

7.96%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

—

−29.81%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

15.34%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

0.80% / yr

0.90% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0.5% / –

3% / 2% / 1%

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