Shree Rama Managers- Shree Lakshmi Plan


Key Portfolio Attributes

Inception Date: 02nd May, 2022

Number of stocks: 19

Portfolio Manager’s Name: Arindam Samanta

Portfolio Manager’s Experience: Close to a decade in markets

Portfolio Manager’s Qualification: MBA, B. Tech, NISM-Series-XXI-B: Portfolio Managers Certification Examination

Investment Objective

Shree Rama Managers LLP’s Shree Lakshmi Plan PMS aims to generate capital appreciation over long term.

Portfolio Strategy

Shree Rama Managers LLP’s Shree Lakshmi Plan PMS is a portfolio of 15-25 medium to large cap stocks. This portfolio’s equity allocation can range from 50% to 99% and the remaining portion into cash or cash equivalent to reduce volatility and take advantage of market opportunity.

Investment Philosophy

The approach of Shree Rama Managers LLP’s Shree Lakshmi Plan PMS is to create long term wealth for investors by participating in companies from diverse sectors that are industry leaders or likely to have competitive advantage.

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 Plan7.90%24.52%39.42%37.86%----29.22%
BSE 500 TRI-0.61%7.73%17.34%11.34%----12.15%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 7.83
Mid Cap 29.62
Small Cap 60.94
Cash 1.61

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Shree Rama Managers: Shree Vriddhi Plan
Shree Rama Managers: Shree Wealth Builder Plan

Do Not Simply Invest, Make Informed Decisions

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