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) |
|---|---|---|---|
| 4.92% | 1.20 | 21.76% | 63.27% |
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 | 5.56% | 20.56% | 1.08% | 3.51% | -3.68% | 11.26% | - | - | 13.11% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | - | - | 12.07% |
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 2M | 136.22 | S&P BSE 500 TRI | 13.11% | - | 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 | 6.94% | 2.2% | 63.27% | 9.14% | 1.27 | 21.76% | 0.03 | 3.76% | 0.25 | 67.35 % |
| Nifty 500 | 3.35% | 1.57% | 4.92% | 1.20 | 0.37% | 0.03 | 63.27 % | |||
| Nifty Midcap 100 | -4.07% | 0.85% | -3.22% | 1.01 | -8.61% | -0.69 | 44.90 % | |||
| Nifty Smallcap 100 | 2.35% | 0.5% | 2.85% | 0.83 | -5.55% | -0.46 | 42.86 % | |||
| BSE 500 | 3.81% | 1.58% | 5.39% | 1.21 | 0.91% | 0.07 | 63.27 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 Jun 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 May 26.
