Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
−0.46%
6 Months
3.49%
6.77%
1 Year
5.55%
7.38%
3 Years
12.97%
9.03%
5 Years
—
—
Since Inception
12.27%
10.29%
Fund Age
4 yrs 3 mo
4 yrs 2 mo
AUM
₹25.94 Cr
₹9.69 Cr
Alpha – 1 Year
−0.42%
7.73%
Alpha – 3 Years
2.07%
0.04%
Information Ratio – 3 Years
0.10
0.09
Volatility – 1 Year
15.73%
17.08%
Volatility – 3 Years
12.26%
16.18%
Beta – 1 Year
1.56
0.95
Beta – 3 Years
1.42
1.08
Sharpe Ratio – 1 Year
0.07
0.20
Sharpe Ratio – 3 Years
0.62
0.33
Worst Rolling Year
11.68%
7.39%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−11.81%
−24.88%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –