Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
SHREE RAMA MANAGERS - Shree Vriddhi 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%
−3.00%
6 Months
20.81%
11.07%
1 Year
15.63%
9.25%
3 Years
13.76%
3.01%
5 Years
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Since Inception
14.77%
10.50%
Fund Age
4 yrs 6 mo
4 yrs 2 mo
AUM
₹751.68 Cr
₹74.56 Cr
Alpha – 1 Year
16.06%
6.27%
Alpha – 3 Years
5.19%
−8.88%
Information Ratio – 3 Years
0.25
-0.48
Volatility – 1 Year
18.90%
15.51%
Volatility – 3 Years
16.75%
18.23%
Beta – 1 Year
0.89
0.71
Beta – 3 Years
0.79
0.88
Sharpe Ratio – 1 Year
0.57
0.29
Sharpe Ratio – 3 Years
0.53
-0.05
Worst Rolling Year
13.60%
3.02%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−21.60%
−41.63%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.94%
9.99%
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
—
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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%