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 | -11.74% | -16.16% | -14.22% | -6.46% | -5.11% | 10.65% | - | - | 8.68% |
| 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 Lakshmi Plan | Multi Cap & Flexi Cap | Mr Abhishek Basumallick | 02 May 2022 | 3Y 11M | - | S&P BSE 500 TRI | 8.68% | - | 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% | -2.24% | 61.7% | -1.42% | 1.04 | 20.97% | -0.48 | 1.58% | 0.10 | 65.96 % |
| Nifty 500 | -0.08% | -2.59% | -2.67% | 1.07 | -0.60% | -0.04 | 61.70 % | |||
| Nifty Midcap 100 | -7.05% | -3.28% | -10.33% | 0.98 | -8.52% | -0.67 | 46.81 % | |||
| Nifty Smallcap 100 | 2.39% | -3.32% | -0.93% | 0.92 | -4.32% | -0.36 | 42.55 % | |||
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.
