Shree Rama Managers LLP’s Shree Vriddhi Plan PMS aims to generate capital appreciation over long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -8.13% | 0.53 | 11.35% | 57.45% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Shree Rama Managers LLP Vriddhi Plan | -6.34% | -8.85% | -5.72% | -11.97% | -10.64% | 9.11% | - | - | 6.90% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | - | - | 9.64% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Shree Rama Managers LLP Vriddhi Plan | Multi Cap & Flexi Cap | Mr Abhishek Basumallick | 02 May 2022 | 3Y 11M | - | S&P BSE 500 TRI | 6.90% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.82% | -7.71% | 57.45% | -6.89% | 0.55 | 11.35% | -1.37 | 0.43% | 0.03 | 48.94 % |
| Nifty 500 | -0.08% | -8.05% | -8.13% | 0.53 | -1.75% | -0.13 | 48.94 % | |||
| Nifty Midcap 100 | -7.05% | -8.74% | -15.79% | 0.49 | -9.67% | -0.73 | 40.43 % | |||
| Nifty Smallcap 100 | 2.39% | -8.79% | -6.40% | 0.44 | -5.47% | -0.37 | 40.43 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
