Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Shriram Future GEMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.87%
2.93%
6 Months
3.49%
1.59%
1 Year
5.55%
25.48%
3 Years
12.97%
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5 Years
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Since Inception
12.27%
30.29%
Fund Age
4 yrs 3 mo
18 mo
AUM
₹25.94 Cr
₹0.8 Cr
Alpha – 1 Year
−0.42%
25.83%
Alpha – 3 Years
2.07%
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Information Ratio – 3 Years
0.10
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Volatility – 1 Year
15.73%
16.88%
Volatility – 3 Years
12.26%
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Beta – 1 Year
1.56
0.86
Beta – 3 Years
1.42
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Sharpe Ratio – 1 Year
0.07
1.13
Sharpe Ratio – 3 Years
0.62
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Worst Rolling Year
11.68%
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Value at Worst Rolling Year
₹1.12 Cr
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Deepest Drawdown
−11.81%
−15.67%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
17.02%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
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Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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