Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.54%
−1.73%
6 Months
12.07%
6.62%
1 Year
11.66%
3.66%
3 Years
13.52%
7.96%
5 Years
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—
Since Inception
14.98%
12.37%
Fund Age
3 yrs 6 mo
4 yrs 2 mo
AUM
₹447.27 Cr
₹134.62 Cr
Alpha – 1 Year
6.94%
0.68%
Alpha – 3 Years
1.43%
−3.93%
Information Ratio – 3 Years
0.13
-0.10
Volatility – 1 Year
21.15%
21.69%
Volatility – 3 Years
18.85%
21.88%
Beta – 1 Year
1.14
1.14
Beta – 3 Years
1.10
1.11
Sharpe Ratio – 1 Year
0.37
0.02
Sharpe Ratio – 3 Years
0.48
0.21
Worst Rolling Year
10.55%
7.96%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−17.40%
−29.81%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.34%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 19% · S 29%
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Number of Stocks
—
—
Portfolio P/E
33.83
—
Top 5 Holdings
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%