Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Vriddhi Plan vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Unifi APJ 20*
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.00%
3.07%
6 Months
11.07%
13.63%
1 Year
9.25%
10.76%
3 Years
3.01%
13.00%
5 Years
—
13.13%
Since Inception
10.50%
20.07%
Fund Age
4 yrs 2 mo
10 yrs 11 mo
AUM
₹74.56 Cr
₹942.94 Cr
Alpha – 1 Year
6.27%
6.04%
Alpha – 3 Years
−8.88%
0.91%
Information Ratio – 3 Years
-0.48
0.27
Volatility – 1 Year
15.51%
18.61%
Volatility – 3 Years
18.23%
17.55%
Beta – 1 Year
0.71
1.02
Beta – 3 Years
0.88
1.01
Sharpe Ratio – 1 Year
0.29
0.35
Sharpe Ratio – 3 Years
-0.05
0.49
Worst Rolling Year
3.02%
-10.32%
Value at Worst Rolling Year
₹1.03 Cr
₹0.90 Cr
Deepest Drawdown
−41.63%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
9.99%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
Top 5 Holdings
—
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
0.90% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—