Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.73%
2.31%
6 Months
6.62%
2.53%
1 Year
3.66%
6.47%
3 Years
7.96%
7.48%
5 Years
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Since Inception
12.37%
8.12%
Fund Age
4 yrs 2 mo
3 yrs 3 mo
AUM
₹134.62 Cr
₹32.76 Cr
Alpha – 1 Year
0.68%
−0.39%
Alpha – 3 Years
−3.93%
−3.56%
Information Ratio – 3 Years
-0.10
-0.35
Volatility – 1 Year
21.69%
5.60%
Volatility – 3 Years
21.88%
5.15%
Beta – 1 Year
1.14
0.43
Beta – 3 Years
1.11
0.49
Sharpe Ratio – 1 Year
0.02
0.22
Sharpe Ratio – 3 Years
0.21
0.41
Worst Rolling Year
7.96%
6.82%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−29.81%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
7.67%
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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Top Sectors
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Fixed Fee
0.90% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%