Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
4.79%
6 Months
1.04%
13.10%
1 Year
0.26%
18.11%
3 Years
5.24%
14.56%
5 Years
—
8.71%
Since Inception
8.72%
13.67%
Fund Age
3 yrs 3 mo
11 yrs 2 mo
AUM
₹10.49 Cr
₹138.06 Cr
Alpha – 1 Year
−5.71%
18.46%
Alpha – 3 Years
−5.66%
5.57%
Information Ratio – 3 Years
-0.42
0.62
Volatility – 1 Year
12.03%
22.83%
Volatility – 3 Years
9.92%
16.72%
Beta – 1 Year
1.11
1.29
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
-0.37
0.61
Sharpe Ratio – 3 Years
0.02
0.55
Worst Rolling Year
4.93%
-8.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−12.18%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
6.41%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%