Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
3.49%
7.61%
1 Year
5.55%
−0.76%
3 Years
12.97%
11.28%
5 Years
—
9.58%
Since Inception
12.27%
11.67%
Fund Age
4 yrs 3 mo
7 yrs 11 mo
AUM
₹25.94 Cr
₹12.5 Cr
Alpha – 1 Year
−0.42%
−3.74%
Alpha – 3 Years
2.07%
−0.61%
Information Ratio – 3 Years
0.10
-0.06
Volatility – 1 Year
15.73%
20.02%
Volatility – 3 Years
12.26%
16.21%
Beta – 1 Year
1.56
1.05
Beta – 3 Years
1.42
0.91
Sharpe Ratio – 1 Year
0.07
-0.22
Sharpe Ratio – 3 Years
0.62
0.41
Worst Rolling Year
11.68%
8.66%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−11.81%
−24.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%