Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.87%
2.31%
6 Months
3.49%
2.53%
1 Year
5.55%
6.47%
3 Years
12.97%
7.48%
5 Years
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Since Inception
12.27%
8.12%
Fund Age
4 yrs 3 mo
3 yrs 3 mo
AUM
₹25.94 Cr
₹32.76 Cr
Alpha – 1 Year
−0.42%
−0.39%
Alpha – 3 Years
2.07%
−3.56%
Information Ratio – 3 Years
0.10
-0.35
Volatility – 1 Year
15.73%
5.60%
Volatility – 3 Years
12.26%
5.15%
Beta – 1 Year
1.56
0.43
Beta – 3 Years
1.42
0.49
Sharpe Ratio – 1 Year
0.07
0.22
Sharpe Ratio – 3 Years
0.62
0.41
Worst Rolling Year
11.68%
6.82%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−11.81%
−8.35%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
7.67%
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%
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Top Sectors
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Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%