Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
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
1.80%
1.87%
6 Months
2.80%
3.49%
1 Year
4.89%
5.55%
3 Years
12.23%
12.97%
5 Years
10.64%
—
Since Inception
8.93%
12.27%
Fund Age
12 yrs
4 yrs 3 mo
AUM
₹134.76 Cr
₹25.94 Cr
Alpha – 1 Year
−1.08%
−0.42%
Alpha – 3 Years
1.34%
2.07%
Information Ratio – 3 Years
0.07
0.10
Volatility – 1 Year
10.79%
15.73%
Volatility – 3 Years
9.62%
12.26%
Beta – 1 Year
1.04
1.56
Beta – 3 Years
1.10
1.42
Sharpe Ratio – 1 Year
-0.01
0.07
Sharpe Ratio – 3 Years
0.69
0.62
Worst Rolling Year
0.05%
11.68%
Value at Worst Rolling Year
₹1.00 Cr
₹1.12 Cr
Deepest Drawdown
−11.50%
−11.81%
Recovery Period
80 days
122 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
—
Number of Stocks
33
—
Portfolio P/E
25.96
—
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%