PMS · Equity · Multi Cap
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Fund size₹75 Cr
Alpha (3Y)−6.96%
3Y return3.01%
Fund age4 yrs 2 mo
Fund Manager
Growth of₹Cr
SHREE RAMA MANAGERS Shree Vriddhi
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SHREE RAMA MANAGERS Shree Vriddhi | 6.58% | 9.25% | −14.63% | 3.01% | — | 10.50% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | — | 12.39% |
| Excess over benchmark | 7.65% | 6.27% | −15.05% | −8.88% | — | −1.89% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
18.23%
Benchmark approx 14.79%
A standard deviation reflecting historical swings.
Sensitivity
0.88
Beta vs benchmark 1.00 · 12% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.05
Sharpe
Excess return gained per unit of volatility.
Capture ratio
69 / 97
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −41.63% from its 07 Jul 2024 peak to a 23 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−41.63%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 07 Jul 2024 | 23 Mar 2026 | −41.63% | 624 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak07 Jul 2024
Trough23 Mar 2026
Depth−41.63%
Fell over624 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee0.90% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee9% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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