Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
8.45%
6 Months
3.49%
29.49%
1 Year
5.55%
37.09%
3 Years
12.97%
18.49%
5 Years
—
12.39%
Since Inception
12.27%
18.64%
Fund Age
4 yrs 3 mo
10 yrs 3 mo
AUM
₹25.94 Cr
₹1,760.35 Cr
Alpha – 1 Year
−0.42%
32.37%
Alpha – 3 Years
2.07%
6.40%
Information Ratio – 3 Years
0.10
0.52
Volatility – 1 Year
15.73%
25.02%
Volatility – 3 Years
12.26%
18.27%
Beta – 1 Year
1.56
1.22
Beta – 3 Years
1.42
0.89
Sharpe Ratio – 1 Year
0.07
1.18
Sharpe Ratio – 3 Years
0.62
0.74
Worst Rolling Year
11.68%
-0.28%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−11.81%
−13.15%
Recovery Period
122 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
17.02%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%