Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Valtrust equity hybrid funds
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.73%
1.21%
6 Months
6.62%
−0.18%
1 Year
3.66%
13.93%
3 Years
7.96%
17.19%
5 Years
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Since Inception
12.37%
19.70%
Fund Age
4 yrs 2 mo
3 yrs 5 mo
AUM
₹134.62 Cr
₹1.75 Cr
Alpha – 1 Year
0.68%
9.34%
Alpha – 3 Years
−3.93%
7.74%
Information Ratio – 3 Years
-0.10
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Volatility – 1 Year
21.69%
11.62%
Volatility – 3 Years
21.88%
9.82%
Beta – 1 Year
1.14
0.83
Beta – 3 Years
1.11
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Sharpe Ratio – 1 Year
0.02
0.73
Sharpe Ratio – 3 Years
0.21
1.14
Worst Rolling Year
7.96%
16.78%
Value at Worst Rolling Year
₹1.08 Cr
₹1.17 Cr
Deepest Drawdown
−29.81%
−9.12%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
19.03%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
0.90% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%