Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
−1.73%
6 Months
11.46%
6.62%
1 Year
8.21%
3.66%
3 Years
12.09%
7.96%
5 Years
11.81%
—
Since Inception
13.34%
12.37%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹34.29 Cr
₹134.62 Cr
Alpha – 1 Year
5.23%
0.68%
Alpha – 3 Years
0.21%
−3.93%
Information Ratio – 3 Years
0.17
-0.10
Volatility – 1 Year
24.84%
21.69%
Volatility – 3 Years
21.42%
21.88%
Beta – 1 Year
1.25
1.14
Beta – 3 Years
1.08
1.11
Sharpe Ratio – 1 Year
0.21
0.02
Sharpe Ratio – 3 Years
0.49
0.21
Worst Rolling Year
7.11%
7.96%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−34.77%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
—
Number of Stocks
37
—
Portfolio P/E
52.15
—
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
—
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
3% / 2% / 1%