Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
SVAN Velocity
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%
3.40%
6 Months
3.49%
21.77%
1 Year
5.55%
16.05%
3 Years
12.97%
23.24%
5 Years
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Since Inception
12.27%
24.82%
Fund Age
4 yrs 3 mo
3 yrs 1 mo
AUM
₹25.94 Cr
₹415.03 Cr
Alpha – 1 Year
−0.42%
11.33%
Alpha – 3 Years
2.07%
11.15%
Information Ratio – 3 Years
0.10
0.72
Volatility – 1 Year
15.73%
25.50%
Volatility – 3 Years
12.26%
24.35%
Beta – 1 Year
1.56
1.34
Beta – 3 Years
1.42
1.27
Sharpe Ratio – 1 Year
0.07
0.50
Sharpe Ratio – 3 Years
0.62
0.77
Worst Rolling Year
11.68%
23.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.23 Cr
Deepest Drawdown
−11.81%
−25.33%
Recovery Period
122 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
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M 2% · S 95%
Number of Stocks
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Portfolio P/E
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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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –