Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Vallum India Discovery
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%
8.27%
6 Months
6.62%
25.28%
1 Year
3.66%
14.17%
3 Years
7.96%
11.84%
5 Years
—
13.19%
Since Inception
12.37%
20.72%
Fund Age
4 yrs 2 mo
5 yrs 11 mo
AUM
₹134.62 Cr
₹1,246.45 Cr
Alpha – 1 Year
0.68%
9.45%
Alpha – 3 Years
−3.93%
−0.25%
Information Ratio – 3 Years
-0.10
0.04
Volatility – 1 Year
21.69%
23.38%
Volatility – 3 Years
21.88%
20.74%
Beta – 1 Year
1.14
1.12
Beta – 3 Years
1.11
1.17
Sharpe Ratio – 1 Year
0.02
0.45
Sharpe Ratio – 3 Years
0.21
0.42
Worst Rolling Year
7.96%
8.63%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−29.81%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.90% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0.5% / 0%