Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Unifi Blended - Rangoli
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%
3.17%
6 Months
6.62%
10.91%
1 Year
3.66%
10.45%
3 Years
7.96%
10.60%
5 Years
—
10.74%
Since Inception
12.37%
18.07%
Fund Age
4 yrs 2 mo
9 yrs 2 mo
AUM
₹134.62 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.68%
5.73%
Alpha – 3 Years
−3.93%
−1.49%
Information Ratio – 3 Years
-0.10
-0.11
Volatility – 1 Year
21.69%
18.78%
Volatility – 3 Years
21.88%
16.83%
Beta – 1 Year
1.14
1.04
Beta – 3 Years
1.11
1.02
Sharpe Ratio – 1 Year
0.02
0.34
Sharpe Ratio – 3 Years
0.21
0.37
Worst Rolling Year
7.96%
4.89%
Value at Worst Rolling Year
₹1.08 Cr
₹1.05 Cr
Deepest Drawdown
−29.81%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
Top 5 Holdings
—
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
Fixed Fee
0.90% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%