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) |
---|---|---|---|
-13.11% | 0.76 | 16.10% | 71.43% |
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 | 5.21% | 9.90% | 16.05% | 61.80% | 30.71% | ||||
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.46% |
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 | 1Y 10M | 41.15 | BSE 500 TRI | 30.71% | 20 | 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 | 11.69% | 10.79% | 71.43% | 22.48% | 0.68 | 16.10% | 2.41 | 12.05% | 0.86 | 66.67 % |
Nifty 500 | 7.56% | 9.19% | 16.75% | 0.77 | 9.69% | 0.75 | 66.67 % | |||
Nifty Midcap 100 | -8.76% | 4.7% | -4.06% | 0.84 | -2.35% | -0.19 | 42.86 % | |||
Nifty Smallcap 100 | -13.69% | 0.58% | -13.11% | 0.76 | 1.17% | 0.09 | 47.62 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 13.36 |
Mid Cap | 35.00 |
Small Cap | 43.10 |
Cash | 8.54 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 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 Dec 23.