Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
ValueQuest - Growth
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%
1.42%
6 Months
6.62%
31.94%
1 Year
3.66%
21.84%
3 Years
7.96%
17.21%
5 Years
—
16.75%
Since Inception
12.37%
18.18%
Fund Age
4 yrs 2 mo
13 yrs 5 mo
AUM
₹134.62 Cr
₹2,035.08 Cr
Alpha – 1 Year
0.68%
18.86%
Alpha – 3 Years
−3.93%
5.32%
Information Ratio – 3 Years
-0.10
0.50
Volatility – 1 Year
21.69%
24.29%
Volatility – 3 Years
21.88%
19.24%
Beta – 1 Year
1.14
1.15
Beta – 3 Years
1.11
1.04
Sharpe Ratio – 1 Year
0.02
0.70
Sharpe Ratio – 3 Years
0.21
0.65
Worst Rolling Year
7.96%
-15.08%
Value at Worst Rolling Year
₹1.08 Cr
₹0.85 Cr
Deepest Drawdown
−29.81%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
15.34%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
—
24
Portfolio P/E
—
—
Top 5 Holdings
—
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 1%