Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Systamatix - Dynamic Investment
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%
7.60%
6 Months
3.49%
26.61%
1 Year
5.55%
33.69%
3 Years
12.97%
25.74%
5 Years
—
21.83%
Since Inception
12.27%
—
Fund Age
4 yrs 3 mo
8 yrs 4 mo
AUM
₹25.94 Cr
₹158.52 Cr
Alpha – 1 Year
−0.42%
29.93%
Alpha – 3 Years
2.07%
14.85%
Information Ratio – 3 Years
0.10
1.52
Volatility – 1 Year
15.73%
19.82%
Volatility – 3 Years
12.26%
19.44%
Beta – 1 Year
1.56
1.03
Beta – 3 Years
1.42
1.06
Sharpe Ratio – 1 Year
0.07
1.29
Sharpe Ratio – 3 Years
0.62
1.16
Worst Rolling Year
11.68%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−11.81%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.02%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%