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) |
---|---|---|---|
-7.12% | 0.89 | 17.38% | 66.67% |
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 | -5.15% | 2.77% | 13.50% | 62.66% | 28.88% | ||||
BSE 500 TRI | 0.86% | 4.49% | 17.40% | 40.16% | 19.05% |
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 | 1Y 11M | 40.06 | BSE 500 TRI | 28.88% | 11 | 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 | 14.85% | 19.19% | 66.67% | 34.04% | 0.83 | 17.38% | 3.38 | 13.97% | 0.90 | 58.33 % |
Nifty 500 | 7.52% | 15.99% | 23.51% | 1.06 | 11.03% | 0.80 | 58.33 % | |||
Nifty Midcap 100 | -9.42% | 12.01% | 2.59% | 0.94 | 0.72% | 0.06 | 45.83 % | |||
Nifty Smallcap 100 | -15.29% | 8.17% | -7.12% | 0.89 | 5.81% | 0.44 | 45.83 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.00 |
Mid Cap | 26.54 |
Small Cap | 70.04 |
Cash | 3.42 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.