Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
−1.73%
6 Months
35.03%
6.62%
1 Year
37.21%
3.66%
3 Years
27.05%
7.96%
5 Years
21.76%
—
Since Inception
19.33%
12.37%
Fund Age
6 yrs 10 mo
4 yrs 2 mo
AUM
₹2,975 Cr
₹134.62 Cr
Alpha – 1 Year
23.77%
0.68%
Alpha – 3 Years
6.78%
−3.93%
Information Ratio – 3 Years
5.24
-0.10
Volatility – 1 Year
18.59%
21.69%
Volatility – 3 Years
19.39%
21.88%
Beta – 1 Year
1.23
1.14
Beta – 3 Years
1.12
1.11
Sharpe Ratio – 1 Year
1.44
0.02
Sharpe Ratio – 3 Years
0.98
0.21
Worst Rolling Year
-6.18%
7.96%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
—
−29.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
14
—
Portfolio P/E
25.70
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%