Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
7.67%
6 Months
3.49%
27.70%
1 Year
5.55%
47.52%
3 Years
12.97%
23.98%
5 Years
—
15.87%
Since Inception
12.27%
18.55%
Fund Age
4 yrs 3 mo
16 yrs 2 mo
AUM
₹25.94 Cr
₹1,022.92 Cr
Alpha – 1 Year
−0.42%
42.80%
Alpha – 3 Years
2.07%
11.89%
Information Ratio – 3 Years
0.10
1.12
Volatility – 1 Year
15.73%
28.29%
Volatility – 3 Years
12.26%
20.76%
Beta – 1 Year
1.56
1.36
Beta – 3 Years
1.42
1.07
Sharpe Ratio – 1 Year
0.07
1.33
Sharpe Ratio – 3 Years
0.62
0.99
Worst Rolling Year
11.68%
-4.58%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−11.81%
−19.51%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.02%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%