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) |
|---|---|---|---|
| -8.13% | 0.53 | 11.35% | 57.45% |
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 | 9.38% | 3.23% | 0.04% | -0.43% | -8.89% | 10.93% | - | - | 9.18% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.67% | 14.94% | - | - | 12.17% |
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 Vriddhi Plan | Multi Cap & Flexi Cap | Mr Abhishek Basumallick | 02 May 2022 | 4Y 0M | 71.79 | S&P BSE 500 TRI | 9.18% | - | 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 | 1.39% | -8.28% | 57.45% | -6.89% | 0.55 | 11.35% | -1.37 | 0.43% | 0.03 | 48.94 % |
| Nifty 500 | 0.45% | -8.58% | -8.13% | 0.53 | -1.75% | -0.13 | 48.94 % | |||
| Nifty Midcap 100 | -6.54% | -9.25% | -15.79% | 0.49 | -9.67% | -0.73 | 40.43 % | |||
| Nifty Smallcap 100 | 2.83% | -9.23% | -6.40% | 0.44 | -5.47% | -0.37 | 40.43 % | |||
| BSE 500 | 0.80% | -8.58% | -7.78% | 0.53 | -1.29% | -0.09 | 51.06 % | |||
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 30th April 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 Mar 26.
