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 Shree Vriddhi Plan | -0.56% | -8.18% | -6.63% | -31.97% | -1.95% | 7.08% | - | - | 9.83% |
| BSE 500 TRI | 1.24% | -3.23% | 7.19% | -5.50% | 15.46% | 16.13% | - | - | 14.46% |
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 Vriddhi Plan | Multi Cap | Arindam Samanta | 02 May 2022 | 3Y 5M | - | BSE 500 TRI | 9.83% | - | 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 | 6.77% | -39.36% | 58.54% | -32.59% | 0.55 | 14.38% | -2.82 | -1.52% | -0.09 | 48.78 % |
| Nifty 500 | 6.79% | -37.78% | -30.99% | 0.60 | -3.89% | -0.26 | 48.78 % | |||
| Nifty Midcap 100 | 2.36% | -33.62% | -31.26% | 0.52 | -11.69% | -0.81 | 39.02 % | |||
| Nifty Smallcap 100 | 4.57% | -32.07% | -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 30 Sep 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.
