Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
1.87%
6 Months
35.03%
3.49%
1 Year
37.21%
5.55%
3 Years
27.05%
12.97%
5 Years
21.76%
—
Since Inception
19.33%
12.27%
Fund Age
6 yrs 10 mo
4 yrs 3 mo
AUM
₹2,975 Cr
₹25.94 Cr
Alpha – 1 Year
23.77%
−0.42%
Alpha – 3 Years
6.78%
2.07%
Information Ratio – 3 Years
5.24
0.10
Volatility – 1 Year
18.59%
15.73%
Volatility – 3 Years
19.39%
12.26%
Beta – 1 Year
1.23
1.56
Beta – 3 Years
1.12
1.42
Sharpe Ratio – 1 Year
1.44
0.07
Sharpe Ratio – 3 Years
0.98
0.62
Worst Rolling Year
-6.18%
11.68%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
—
−11.81%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
17.02%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
14
—
Portfolio P/E
25.70
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%