Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.73%
8.72%
6 Months
6.62%
28.59%
1 Year
3.66%
28.02%
3 Years
7.96%
18.67%
5 Years
—
17.18%
Since Inception
12.37%
20.03%
Fund Age
4 yrs 2 mo
5 yrs 4 mo
AUM
₹134.62 Cr
₹221.27 Cr
Alpha – 1 Year
0.68%
28.37%
Alpha – 3 Years
−3.93%
9.68%
Information Ratio – 3 Years
-0.10
0.87
Volatility – 1 Year
21.69%
22.32%
Volatility – 3 Years
21.88%
17.88%
Beta – 1 Year
1.14
1.03
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
0.02
0.99
Sharpe Ratio – 3 Years
0.21
0.81
Worst Rolling Year
7.96%
13.69%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−29.81%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
—
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –