Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Vriddhi Plan vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Vriddhi Plan
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.00%
3.42%
6 Months
11.07%
2.89%
1 Year
9.25%
2.59%
3 Years
3.01%
10.39%
5 Years
—
8.86%
Since Inception
10.50%
11.13%
Fund Age
4 yrs 2 mo
5 yrs 6 mo
AUM
₹74.56 Cr
₹63.54 Cr
Alpha – 1 Year
6.27%
−0.39%
Alpha – 3 Years
−8.88%
−1.50%
Information Ratio – 3 Years
-0.48
-0.34
Volatility – 1 Year
15.51%
16.68%
Volatility – 3 Years
18.23%
13.79%
Beta – 1 Year
0.71
0.95
Beta – 3 Years
0.88
0.88
Sharpe Ratio – 1 Year
0.29
-0.09
Sharpe Ratio – 3 Years
-0.05
0.40
Worst Rolling Year
3.02%
6.98%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−41.63%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.99%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
Top 5 Holdings
—
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%