Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Unifi APJ 20*
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.73%
3.07%
6 Months
6.62%
13.63%
1 Year
3.66%
10.76%
3 Years
7.96%
13.00%
5 Years
—
13.13%
Since Inception
12.37%
20.07%
Fund Age
4 yrs 2 mo
10 yrs 11 mo
AUM
₹134.62 Cr
₹942.94 Cr
Alpha – 1 Year
0.68%
6.04%
Alpha – 3 Years
−3.93%
0.91%
Information Ratio – 3 Years
-0.10
0.27
Volatility – 1 Year
21.69%
18.61%
Volatility – 3 Years
21.88%
17.55%
Beta – 1 Year
1.14
1.02
Beta – 3 Years
1.11
1.01
Sharpe Ratio – 1 Year
0.02
0.35
Sharpe Ratio – 3 Years
0.21
0.49
Worst Rolling Year
7.96%
-10.32%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−29.81%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
15.34%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
Top 5 Holdings
—
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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—
Fixed Fee
0.90% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—