Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
1.87%
6 Months
3.83%
3.49%
1 Year
9.77%
5.55%
3 Years
13.19%
12.97%
5 Years
12.01%
—
Since Inception
14.38%
12.27%
Fund Age
6 yrs 8 mo
4 yrs 3 mo
AUM
₹42.66 Cr
₹25.94 Cr
Alpha – 1 Year
3.80%
−0.42%
Alpha – 3 Years
2.30%
2.07%
Information Ratio – 3 Years
0.23
0.10
Volatility – 1 Year
15.84%
15.73%
Volatility – 3 Years
12.64%
12.26%
Beta – 1 Year
1.56
1.56
Beta – 3 Years
1.48
1.42
Sharpe Ratio – 1 Year
0.32
0.07
Sharpe Ratio – 3 Years
0.70
0.62
Worst Rolling Year
9.09%
11.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.12 Cr
Deepest Drawdown
−15.18%
−11.81%
Recovery Period
119 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%