Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
−3.00%
6 Months
1.04%
11.07%
1 Year
0.26%
9.25%
3 Years
5.24%
3.01%
5 Years
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Since Inception
8.72%
10.50%
Fund Age
3 yrs 3 mo
4 yrs 2 mo
AUM
₹10.49 Cr
₹74.56 Cr
Alpha – 1 Year
−5.71%
6.27%
Alpha – 3 Years
−5.66%
−8.88%
Information Ratio – 3 Years
-0.42
-0.48
Volatility – 1 Year
12.03%
15.51%
Volatility – 3 Years
9.92%
18.23%
Beta – 1 Year
1.11
0.71
Beta – 3 Years
1.06
0.88
Sharpe Ratio – 1 Year
-0.37
0.29
Sharpe Ratio – 3 Years
0.02
-0.05
Worst Rolling Year
4.93%
3.02%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−12.18%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.41%
9.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
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Fixed Fee
1.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%