Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Vriddhi Plan vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Wallfort-Diversified Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.00%
0.44%
6 Months
11.07%
24.87%
1 Year
9.25%
7.81%
3 Years
3.01%
29.92%
5 Years
—
26.50%
Since Inception
10.50%
23.67%
Fund Age
4 yrs 2 mo
5 yrs 9 mo
AUM
₹74.56 Cr
₹607.62 Cr
Alpha – 1 Year
6.27%
3.09%
Alpha – 3 Years
−8.88%
17.83%
Information Ratio – 3 Years
-0.48
—
Volatility – 1 Year
15.51%
37.31%
Volatility – 3 Years
18.23%
29.20%
Beta – 1 Year
0.71
1.91
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.29
0.22
Sharpe Ratio – 3 Years
-0.05
2.38
Worst Rolling Year
3.02%
7.15%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−41.63%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.99%
36.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
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%