Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.87%
9.22%
6 Months
3.49%
9.86%
1 Year
5.55%
32.16%
3 Years
12.97%
19.13%
5 Years
—
12.16%
Since Inception
12.27%
16.12%
Fund Age
4 yrs 3 mo
5 yrs 10 mo
AUM
₹25.94 Cr
₹170.31 Cr
Alpha – 1 Year
−0.42%
27.44%
Alpha – 3 Years
2.07%
7.04%
Information Ratio – 3 Years
0.10
0.58
Volatility – 1 Year
15.73%
17.07%
Volatility – 3 Years
12.26%
17.73%
Beta – 1 Year
1.56
0.65
Beta – 3 Years
1.42
0.86
Sharpe Ratio – 1 Year
0.07
1.42
Sharpe Ratio – 3 Years
0.62
0.79
Worst Rolling Year
11.68%
0.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.01 Cr
Deepest Drawdown
−11.81%
−30.82%
Recovery Period
122 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
17.02%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%