Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Spark - Core & Satellite
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%
−0.58%
6 Months
6.62%
−7.12%
1 Year
3.66%
0.89%
3 Years
7.96%
8.72%
5 Years
—
12.45%
Since Inception
12.37%
16.65%
Fund Age
4 yrs 2 mo
7 yrs 4 mo
AUM
₹134.62 Cr
₹288.53 Cr
Alpha – 1 Year
0.68%
1.24%
Alpha – 3 Years
−3.93%
−0.28%
Information Ratio – 3 Years
-0.10
0.00
Volatility – 1 Year
21.69%
16.11%
Volatility – 3 Years
21.88%
15.05%
Beta – 1 Year
1.14
0.96
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
0.02
-0.20
Sharpe Ratio – 3 Years
0.21
0.28
Worst Rolling Year
7.96%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−29.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.34%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
0.90% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%