Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.73%
−3.00%
6 Months
6.62%
11.07%
1 Year
3.66%
9.25%
3 Years
7.96%
3.01%
5 Years
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Since Inception
12.37%
10.50%
Fund Age
4 yrs 2 mo
4 yrs 2 mo
AUM
₹134.62 Cr
₹74.56 Cr
Alpha – 1 Year
0.68%
6.27%
Alpha – 3 Years
−3.93%
−8.88%
Information Ratio – 3 Years
-0.10
-0.48
Volatility – 1 Year
21.69%
15.51%
Volatility – 3 Years
21.88%
18.23%
Beta – 1 Year
1.14
0.71
Beta – 3 Years
1.11
0.88
Sharpe Ratio – 1 Year
0.02
0.29
Sharpe Ratio – 3 Years
0.21
-0.05
Worst Rolling Year
7.96%
3.02%
Value at Worst Rolling Year
₹1.08 Cr
₹1.03 Cr
Deepest Drawdown
−29.81%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
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
0.90% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%