Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
−3.00%
6 Months
3.83%
11.07%
1 Year
9.77%
9.25%
3 Years
13.19%
3.01%
5 Years
12.01%
—
Since Inception
14.38%
10.50%
Fund Age
6 yrs 8 mo
4 yrs 2 mo
AUM
₹42.66 Cr
₹74.56 Cr
Alpha – 1 Year
3.80%
6.27%
Alpha – 3 Years
2.30%
−8.88%
Information Ratio – 3 Years
0.23
-0.48
Volatility – 1 Year
15.84%
15.51%
Volatility – 3 Years
12.64%
18.23%
Beta – 1 Year
1.56
0.71
Beta – 3 Years
1.48
0.88
Sharpe Ratio – 1 Year
0.32
0.29
Sharpe Ratio – 3 Years
0.70
-0.05
Worst Rolling Year
9.09%
3.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.03 Cr
Deepest Drawdown
−15.18%
−41.63%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
—
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
—
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%