Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
3.49%
6.39%
1 Year
5.55%
0.37%
3 Years
12.97%
11.18%
5 Years
—
—
Since Inception
12.27%
4.21%
Fund Age
4 yrs 3 mo
4 yrs 6 mo
AUM
₹25.94 Cr
₹59.82 Cr
Alpha – 1 Year
−0.42%
−2.61%
Alpha – 3 Years
2.07%
−0.71%
Information Ratio – 3 Years
0.10
0.13
Volatility – 1 Year
15.73%
22.91%
Volatility – 3 Years
12.26%
17.96%
Beta – 1 Year
1.56
1.09
Beta – 3 Years
1.42
1.01
Sharpe Ratio – 1 Year
0.07
-0.11
Sharpe Ratio – 3 Years
0.62
0.38
Worst Rolling Year
11.68%
3.87%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−11.81%
−25.26%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.02%
12.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%