Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
3.49%
31.10%
1 Year
5.55%
52.47%
3 Years
12.97%
17.74%
5 Years
—
16.38%
Since Inception
12.27%
15.58%
Fund Age
4 yrs 3 mo
16 yrs 9 mo
AUM
₹25.94 Cr
₹132.42 Cr
Alpha – 1 Year
−0.42%
47.75%
Alpha – 3 Years
2.07%
5.65%
Information Ratio – 3 Years
0.10
0.46
Volatility – 1 Year
15.73%
26.74%
Volatility – 3 Years
12.26%
21.32%
Beta – 1 Year
1.56
1.30
Beta – 3 Years
1.42
0.97
Sharpe Ratio – 1 Year
0.07
1.52
Sharpe Ratio – 3 Years
0.62
0.68
Worst Rolling Year
11.68%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−11.81%
−20.79%
Recovery Period
122 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
17.02%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%