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) |
|---|---|---|---|
| -2.67% | 1.07 | 20.97% | 61.7% |
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 | 12.49% | 1.23% | -9.20% | 12.36% | -2.06% | 13.25% | - | - | 11.74% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.67% | 14.94% | - | - | 12.17% |
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 | 4Y 0M | 129.98 | S&P BSE 500 TRI | 11.74% | - | 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 | 1.39% | -2.81% | 61.7% | -1.42% | 1.04 | 20.97% | -0.48 | 1.58% | 0.10 | 65.96 % |
| Nifty 500 | 0.45% | -3.12% | -2.67% | 1.07 | -0.60% | -0.04 | 61.70 % | |||
| Nifty Midcap 100 | -6.54% | -3.79% | -10.33% | 0.98 | -8.52% | -0.67 | 46.81 % | |||
| Nifty Smallcap 100 | 2.83% | -3.76% | -0.93% | 0.92 | -4.32% | -0.36 | 42.55 % | |||
| BSE 500 | 0.80% | -3.12% | -2.32% | 1.08 | -0.14% | -0.01 | 61.70 % | |||
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 30th April 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.
