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) |
|---|---|---|---|
| -19.34% | 0.76 | 15.72% | 70.83% |
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 Shree Lakshmi Plan | 9.31% | 17.00% | 20.06% | 48.45% | - | - | - | - | 31.18% |
| BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.28% | - | - | - | - | 22.78% |
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 Shree Lakshmi Plan | Multi Cap | Arindam Samanta | 02 May 2022 | 2Y 3M | 59.6 | BSE 500 TRI | 31.18% | 17 | 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 | 15.41% | 6.41% | 70.83% | 21.82% | 0.36 | 15.72% | 2.97 | 10.29% | 0.70 | 66.67 % |
| Nifty 500 | 7.95% | 3.35% | 11.30% | 0.67 | 7.35% | 0.55 | 66.67 % | |||
| Nifty Midcap 100 | -9.17% | -0.46% | -9.63% | 0.77 | -2.96% | -0.23 | 41.67 % | |||
| Nifty Smallcap 100 | -15.17% | -4.17% | -19.34% | 0.76 | 2.13% | 0.16 | 45.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 14.56 |
| Mid Cap | 30.13 |
| Small Cap | 39.24 |
| Cash | 16.07 |
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 30 June 2024. 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 24.
