Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Vriddhi Plan vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Vriddhi Plan
ValueQuest - Platinum
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%
2.62%
6 Months
11.07%
20.31%
1 Year
9.25%
5.50%
3 Years
3.01%
14.22%
5 Years
—
16.13%
Since Inception
10.50%
18.70%
Fund Age
4 yrs 2 mo
9 yrs 8 mo
AUM
₹74.56 Cr
₹3,491.64 Cr
Alpha – 1 Year
6.27%
2.52%
Alpha – 3 Years
−8.88%
2.33%
Information Ratio – 3 Years
-0.48
0.19
Volatility – 1 Year
15.51%
25.24%
Volatility – 3 Years
18.23%
21.26%
Beta – 1 Year
0.71
1.29
Beta – 3 Years
0.88
1.17
Sharpe Ratio – 1 Year
0.29
0.11
Sharpe Ratio – 3 Years
-0.05
0.48
Worst Rolling Year
3.02%
-9.34%
Value at Worst Rolling Year
₹1.03 Cr
₹0.91 Cr
Deepest Drawdown
−41.63%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
9.99%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 15% · S 57%
Number of Stocks
—
30
Portfolio P/E
—
—
Top 5 Holdings
—
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%