Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
SHREE RAMA MANAGERS - Shree Vriddhi 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
5.60%
−3.00%
6 Months
9.69%
11.07%
1 Year
14.36%
9.25%
3 Years
13.50%
3.01%
5 Years
8.53%
—
Since Inception
11.34%
10.50%
Fund Age
5 yrs 5 mo
4 yrs 2 mo
AUM
₹190.75 Cr
₹74.56 Cr
Alpha – 1 Year
9.64%
6.27%
Alpha – 3 Years
1.41%
−8.88%
Information Ratio – 3 Years
0.20
-0.48
Volatility – 1 Year
24.59%
15.51%
Volatility – 3 Years
18.73%
18.23%
Beta – 1 Year
1.16
0.71
Beta – 3 Years
1.03
0.88
Sharpe Ratio – 1 Year
0.44
0.29
Sharpe Ratio – 3 Years
0.52
-0.05
Worst Rolling Year
8.91%
3.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−18.32%
−41.63%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 12% · S 39%
—
Number of Stocks
—
—
Portfolio P/E
25.84
—
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
—
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%