Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Vriddhi Plan vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Shriram Future GEMS
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.00%
2.93%
6 Months
11.07%
1.59%
1 Year
9.25%
25.48%
3 Years
3.01%
—
5 Years
—
—
Since Inception
10.50%
30.29%
Fund Age
4 yrs 2 mo
18 mo
AUM
₹74.56 Cr
₹0.8 Cr
Alpha – 1 Year
6.27%
25.83%
Alpha – 3 Years
−8.88%
—
Information Ratio – 3 Years
-0.48
—
Volatility – 1 Year
15.51%
16.88%
Volatility – 3 Years
18.23%
—
Beta – 1 Year
0.71
0.86
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.29
1.13
Sharpe Ratio – 3 Years
-0.05
—
Worst Rolling Year
3.02%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−41.63%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.99%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
—
—
Fixed Fee
0.90% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—