Shree Rama Managers LLP’s Shree Vriddhi Plan PMS aims to generate capital appreciation over long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.79% | 1.09 | 19.22% | 63.64% |
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 Vriddhi Plan | -3.30% | -9.02% | -23.60% | -16.62% | 17.08% | 12.58% | |||
| BSE 500 TRI | 3.18% | 2.15% | -2.77% | 5.70% | 21.03% | 15.17% |
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 Vriddhi Plan | Multi Cap | Arindam Samanta | 02 May 2022 | 3Y 0M | - | BSE 500 TRI | 12.58% | - | 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 | 11.98% | -10.41% | 63.64% | 1.57% | 0.93 | 19.22% | 0.35 | 10.33% | 0.67 | 54.55 % |
| Nifty 500 | 7.78% | -12.57% | -4.79% | 1.09 | 6.43% | 0.46 | 51.52 % | |||
| Nifty Midcap 100 | -1.04% | -12.45% | -13.49% | 1.07 | -4.31% | -0.33 | 42.42 % | |||
| Nifty Smallcap 100 | -0.56% | -13.01% | -13.57% | 0.84 | -2.18% | -0.15 | 39.39 % | |||
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 30 Apr 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 Dec 24.
