Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
3.49%
24.02%
1 Year
5.55%
36.06%
3 Years
12.97%
24.43%
5 Years
—
16.10%
Since Inception
12.27%
15.98%
Fund Age
4 yrs 3 mo
14 yrs 10 mo
AUM
₹25.94 Cr
₹214.08 Cr
Alpha – 1 Year
−0.42%
31.34%
Alpha – 3 Years
2.07%
12.34%
Information Ratio – 3 Years
0.10
1.07
Volatility – 1 Year
15.73%
26.85%
Volatility – 3 Years
12.26%
19.70%
Beta – 1 Year
1.56
1.34
Beta – 3 Years
1.42
1.03
Sharpe Ratio – 1 Year
0.07
1.08
Sharpe Ratio – 3 Years
0.62
0.96
Worst Rolling Year
11.68%
-9.81%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−11.81%
−18.65%
Recovery Period
122 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
17.02%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%