Portfolio Management Services (PMS)Compare Schemes
Quest Investment Managers – Multi vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Multi
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.28%
−3.00%
6 Months
16.32%
11.07%
1 Year
11.67%
9.25%
3 Years
19.26%
3.01%
5 Years
13.96%
—
Since Inception
16.00%
10.50%
Fund Age
12 yrs
4 yrs 2 mo
AUM
₹725.3 Cr
₹74.56 Cr
Alpha – 1 Year
6.95%
6.27%
Alpha – 3 Years
7.18%
−8.88%
Information Ratio – 3 Years
0.87
-0.48
Volatility – 1 Year
21.97%
15.51%
Volatility – 3 Years
19.77%
18.23%
Beta – 1 Year
1.15
0.71
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.37
0.29
Sharpe Ratio – 3 Years
0.73
-0.05
Worst Rolling Year
-10.23%
3.02%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−25.02%
−41.63%
Recovery Period
525 days
Not yet recovered
1-Year Rolling Windows Positive
93.09%
100.00%
Median Rolling Year
18.93%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 26% · S 42%
—
Number of Stocks
34
—
Portfolio P/E
42.87
—
Top 5 Holdings
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
—
Top Sectors
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%