Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Lakshmi Plan vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Lakshmi Plan
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
6.62%
6.39%
1 Year
3.66%
0.37%
3 Years
7.96%
11.18%
5 Years
—
—
Since Inception
12.37%
4.21%
Fund Age
4 yrs 2 mo
4 yrs 6 mo
AUM
₹134.62 Cr
₹59.82 Cr
Alpha – 1 Year
0.68%
−2.61%
Alpha – 3 Years
−3.93%
−0.71%
Information Ratio – 3 Years
-0.10
0.13
Volatility – 1 Year
21.69%
22.91%
Volatility – 3 Years
21.88%
17.96%
Beta – 1 Year
1.14
1.09
Beta – 3 Years
1.11
1.01
Sharpe Ratio – 1 Year
0.02
-0.11
Sharpe Ratio – 3 Years
0.21
0.38
Worst Rolling Year
7.96%
3.87%
Value at Worst Rolling Year
₹1.08 Cr
₹1.04 Cr
Deepest Drawdown
−29.81%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.34%
12.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
Top 5 Holdings
—
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%