Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Turtle Wealth -Wealth 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%
4.93%
6 Months
3.49%
2.72%
1 Year
5.55%
22.88%
3 Years
12.97%
20.47%
5 Years
—
15.12%
Since Inception
12.27%
17.02%
Fund Age
4 yrs 3 mo
6 yrs 11 mo
AUM
₹25.94 Cr
₹261.05 Cr
Alpha – 1 Year
−0.42%
18.16%
Alpha – 3 Years
2.07%
8.38%
Information Ratio – 3 Years
0.10
0.98
Volatility – 1 Year
15.73%
17.62%
Volatility – 3 Years
12.26%
15.64%
Beta – 1 Year
1.56
0.83
Beta – 3 Years
1.42
0.87
Sharpe Ratio – 1 Year
0.07
0.97
Sharpe Ratio – 3 Years
0.62
0.94
Worst Rolling Year
11.68%
7.22%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−11.81%
−19.96%
Recovery Period
122 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%