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) |
|---|---|---|---|
| -19.52% | 1.19 | 23.52% | 62.16% |
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 | 9.35% | 10.53% | -16.63% | -7.90% | 15.82% | 15.96% | - | - | 14.47% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | 18.16% | - | - | 16.02% |
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 | 3Y 2M | - | BSE 500 TRI | 14.47% | - | 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 | 9.87% | -32.12% | 62.16% | -22.25% | 1.16 | 23.52% | -0.78 | -0.95% | -0.06 | 67.57 % |
| Nifty 500 | 10.47% | -29.99% | -19.52% | 1.19 | -2.70% | -0.19 | 62.16 % | |||
| Nifty Midcap 100 | 5.33% | -26.33% | -21.00% | 1.01 | -10.39% | -0.78 | 37.84 % | |||
| Nifty Smallcap 100 | 11.11% | -22.4% | -11.29% | 0.90 | -5.54% | -0.44 | 40.54 % | |||
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 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.
