Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Shriram LEAPS
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%
4.25%
6 Months
6.62%
−2.25%
1 Year
3.66%
13.70%
3 Years
7.96%
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5 Years
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Since Inception
12.37%
13.96%
Fund Age
4 yrs 2 mo
18 mo
AUM
₹134.62 Cr
₹0.37 Cr
Alpha – 1 Year
0.68%
14.05%
Alpha – 3 Years
−3.93%
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Information Ratio – 3 Years
-0.10
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Volatility – 1 Year
21.69%
17.89%
Volatility – 3 Years
21.88%
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Beta – 1 Year
1.14
0.96
Beta – 3 Years
1.11
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Sharpe Ratio – 1 Year
0.02
0.51
Sharpe Ratio – 3 Years
0.21
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Worst Rolling Year
7.96%
—
Value at Worst Rolling Year
₹1.08 Cr
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Deepest Drawdown
−29.81%
−15.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
15.34%
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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
—
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Top 5 Holdings
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Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
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Fixed Fee
0.90% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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