Portfolio Management Services (PMS)Compare Schemes
SHREE RAMA MANAGERS - Shree Wealth Builder Plan vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.87%
9.42%
6 Months
3.49%
52.78%
1 Year
5.55%
27.27%
3 Years
12.97%
—
5 Years
—
—
Since Inception
12.27%
23.72%
Fund Age
4 yrs 3 mo
19 mo
AUM
₹25.94 Cr
₹71.55 Cr
Alpha – 1 Year
−0.42%
22.55%
Alpha – 3 Years
2.07%
—
Information Ratio – 3 Years
0.10
—
Volatility – 1 Year
15.73%
31.93%
Volatility – 3 Years
12.26%
—
Beta – 1 Year
1.56
1.29
Beta – 3 Years
1.42
—
Sharpe Ratio – 1 Year
0.07
0.74
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
11.68%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−11.81%
−27.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.02%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%