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) |
|---|---|---|---|
| -25.12% | 0.80 | 14.36% | 59.09% |
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 Vriddhi Plan | -3.42% | -3.09% | -1.64% | -12.25% | -9.15% | 10.62% | - | - | 8.88% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.40% | - | 13.54% |
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 Vriddhi Plan | Multi Cap & Flexi Cap | Mr Abhishek Basumallick | 02 May 2022 | 3Y 9M | 71.65 | S&P BSE 500 TRI | 8.88% | - | 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 | -11.02% | -17.92% | 59.09% | -28.94% | 0.85 | 14.36% | -1.54 | -1.54% | -0.10 | 47.73 % |
| Nifty 500 | -7.33% | -17.79% | -25.12% | 0.80 | -3.80% | -0.27 | 47.73 % | |||
| Nifty Midcap 100 | -6.51% | -17.66% | -24.17% | 0.60 | -11.62% | -0.85 | 40.91 % | |||
| Nifty Smallcap 100 | 4.69% | -17.5% | -12.81% | 0.51 | -8.04% | -0.53 | 36.36 % | |||
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 Jan 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 Dec 25.
