Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
6.62%
15.01%
1 Year
3.66%
17.96%
3 Years
7.96%
17.24%
5 Years
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—
Since Inception
12.37%
18.03%
Fund Age
4 yrs 2 mo
3 yrs 4 mo
AUM
₹134.62 Cr
₹146.81 Cr
Alpha – 1 Year
0.68%
14.98%
Alpha – 3 Years
−3.93%
5.35%
Information Ratio – 3 Years
-0.10
0.78
Volatility – 1 Year
21.69%
19.01%
Volatility – 3 Years
21.88%
16.70%
Beta – 1 Year
1.14
1.02
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
0.02
0.68
Sharpe Ratio – 3 Years
0.21
0.72
Worst Rolling Year
7.96%
17.01%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−29.81%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
17.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
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50
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%