Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Sowilo Multicap Fund
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%
3.12%
6 Months
3.49%
20.18%
1 Year
5.55%
17.30%
3 Years
12.97%
18.32%
5 Years
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Since Inception
12.27%
21.17%
Fund Age
4 yrs 3 mo
3 yrs 2 mo
AUM
₹25.94 Cr
₹171.55 Cr
Alpha – 1 Year
−0.42%
12.58%
Alpha – 3 Years
2.07%
6.23%
Information Ratio – 3 Years
0.10
0.82
Volatility – 1 Year
15.73%
24.39%
Volatility – 3 Years
12.26%
21.61%
Beta – 1 Year
1.56
1.30
Beta – 3 Years
1.42
1.25
Sharpe Ratio – 1 Year
0.07
0.55
Sharpe Ratio – 3 Years
0.62
0.70
Worst Rolling Year
11.68%
18.30%
Value at Worst Rolling Year
₹1.12 Cr
₹1.18 Cr
Deepest Drawdown
−11.81%
−26.88%
Recovery Period
122 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
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82
Portfolio P/E
—
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
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Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%