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) |
|---|---|---|---|
| -30.99% | 0.60 | 14.38% | 58.54% |
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 | 3.08% | 1.49% | -0.47% | -23.96% | 0.84% | 7.26% | - | - | 10.53% |
| S&P BSE 500 TRI | 4.27% | 3.72% | 8.33% | 5.32% | 19.63% | 16.20% | - | - | 15.46% |
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 Vriddhi Plan | Multi Cap & Flexi Cap | Mr Abhishek Basumallick | 02 May 2022 | 3Y 6M | - | S&P BSE 500 TRI | 10.53% | - | 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 | 8.30% | -40.89% | 58.54% | -32.59% | 0.55 | 14.38% | -2.82 | -1.52% | -0.09 | 48.78 % |
| Nifty 500 | 8.70% | -39.69% | -30.99% | 0.60 | -3.89% | -0.26 | 48.78 % | |||
| Nifty Midcap 100 | 5.46% | -36.72% | -31.26% | 0.52 | -11.69% | -0.81 | 39.02 % | |||
| Nifty Smallcap 100 | 8.51% | -36.01% | -27.50% | 0.43 | -8.27% | -0.51 | 36.59 % | |||
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 31 Oct 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 Aug 25.
