Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Vriddhi Plan vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Wallfort-Avenue Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.00%
3.79%
6 Months
11.07%
18.76%
1 Year
9.25%
31.67%
3 Years
3.01%
24.57%
5 Years
—
—
Since Inception
10.50%
26.31%
Fund Age
4 yrs 2 mo
2 yrs 4 mo
AUM
₹74.56 Cr
₹160.31 Cr
Alpha – 1 Year
6.27%
26.95%
Alpha – 3 Years
−8.88%
12.48%
Information Ratio – 3 Years
-0.48
—
Volatility – 1 Year
15.51%
17.93%
Volatility – 3 Years
18.23%
20.59%
Beta – 1 Year
0.71
0.80
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.29
1.34
Sharpe Ratio – 3 Years
-0.05
1.78
Worst Rolling Year
3.02%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−41.63%
−12.22%
Recovery Period
Not yet recovered
69 days
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
—
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
0.90% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%