Shree Rama Managers LLP’s Shree Lakshmi Plan PMS aims to generate capital appreciation over long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -15.37% | 1.47 | 24.24% | 63.64% |
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 Lakshmi Plan | 1.96% | -5.51% | -1.04% | 14.40% | -1.97% | 15.85% | - | - | 12.49% |
| S&P BSE 500 TRI | 0.45% | -3.13% | 3.24% | 17.30% | 8.09% | 17.66% | - | - | 13.38% |
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 Lakshmi Plan | Multi Cap & Flexi Cap | Mr Abhishek Basumallick | 02 May 2022 | 3Y 10M | 130.13 | S&P BSE 500 TRI | 12.49% | - | 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 | -11.55% | -7.64% | 63.64% | -19.19% | 1.50 | 24.24% | -0.51 | 2.39% | 0.15 | 68.18 % |
| Nifty 500 | -7.89% | -7.48% | -15.37% | 1.47 | 0.14% | 0.01 | 63.64 % | |||
| Nifty Midcap 100 | -7.10% | -7.32% | -14.42% | 1.11 | -7.69% | -0.59 | 47.73 % | |||
| Nifty Smallcap 100 | 4.05% | -7.11% | -3.06% | 0.95 | -4.10% | -0.33 | 43.18 % | |||
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 28th Feb 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 Dec 25.
