Portfolio Management Services (PMS)Compare Schemes
SBI MF - ESG Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
SBI MF - ESG Portfolio
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
2.26%
−1.73%
6 Months
18.40%
6.62%
1 Year
9.21%
3.66%
3 Years
13.13%
7.96%
5 Years
13.39%
—
Since Inception
14.83%
12.37%
Fund Age
10 yrs
4 yrs 2 mo
AUM
₹666.2 Cr
₹134.62 Cr
Alpha – 1 Year
9.64%
0.68%
Alpha – 3 Years
4.56%
−3.93%
Information Ratio – 3 Years
0.38
-0.10
Volatility – 1 Year
18.95%
21.69%
Volatility – 3 Years
16.01%
21.88%
Beta – 1 Year
0.98
1.14
Beta – 3 Years
0.90
1.11
Sharpe Ratio – 1 Year
0.27
0.02
Sharpe Ratio – 3 Years
0.52
0.21
Worst Rolling Year
-3.31%
7.96%
Value at Worst Rolling Year
₹0.97 Cr
₹1.08 Cr
Deepest Drawdown
−20.80%
−29.81%
Recovery Period
109 days
Not yet recovered
1-Year Rolling Windows Positive
96.71%
100.00%
Median Rolling Year
17.72%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 17% · S 66%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
—
Top Sectors
—
—
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%