Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
6.62%
8.56%
1 Year
3.66%
5.56%
3 Years
7.96%
8.84%
5 Years
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—
Since Inception
12.37%
10.12%
Fund Age
4 yrs 2 mo
3 yrs 2 mo
AUM
₹134.62 Cr
₹45.94 Cr
Alpha – 1 Year
0.68%
5.91%
Alpha – 3 Years
−3.93%
−0.16%
Information Ratio – 3 Years
-0.10
0.15
Volatility – 1 Year
21.69%
23.84%
Volatility – 3 Years
21.88%
20.02%
Beta – 1 Year
1.14
1.25
Beta – 3 Years
1.11
1.03
Sharpe Ratio – 1 Year
0.02
0.12
Sharpe Ratio – 3 Years
0.21
0.26
Worst Rolling Year
7.96%
7.39%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−29.81%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
9.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%