Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.41%
−1.73%
6 Months
20.81%
6.62%
1 Year
15.63%
3.66%
3 Years
13.76%
7.96%
5 Years
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Since Inception
14.77%
12.37%
Fund Age
4 yrs 6 mo
4 yrs 2 mo
AUM
₹751.68 Cr
₹134.62 Cr
Alpha – 1 Year
16.06%
0.68%
Alpha – 3 Years
5.19%
−3.93%
Information Ratio – 3 Years
0.25
-0.10
Volatility – 1 Year
18.90%
21.69%
Volatility – 3 Years
16.75%
21.88%
Beta – 1 Year
0.89
1.14
Beta – 3 Years
0.79
1.11
Sharpe Ratio – 1 Year
0.57
0.02
Sharpe Ratio – 3 Years
0.53
0.21
Worst Rolling Year
13.60%
7.96%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−21.60%
−29.81%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.94%
15.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 11% · S 70%
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Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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Top Sectors
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Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%