Shree Rama Managers: Shree Vriddhi Plan


Key Portfolio Attributes

Inception Date: 02nd May, 2022

Number of stocks: 10

Portfolio Manager’s Name: Arindam Samanta

Portfolio Manager’s Experience: Close to a decade in markets

Portfolio Manager’s Qualification: MBA, B. Tech, NISM-Series-XXI-B: Portfolio Managers Certification Examination

Investment Objective

Shree Rama Managers LLP’s Shree Vriddhi Plan PMS aims to generate capital appreciation over long term.

Portfolio Strategy

Shree Rama Managers LLP’s Shree Vriddhi Plan PMS is a portfolio of 8-12 medium to large cap stocks. This portfolio’s equity allocation can range from 50% to 99% and the remaining portion into cash or cash equivalent to reduce volatility and take advantage of market opportunity.

Investment Philosophy

The approach of Shree Rama Managers LLP’s Shree Vriddhi Plan PMS is to create long term wealth for investors by participating in medium to large market cap companies with quality management.

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 Plan5.37%19.40%19.26%64.01%33.88%
BSE 500 TRI1.92%17.88%16.20%33.42%19.30%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 0.00
Mid Cap 9.44
Small Cap 85.40
Cash 5.16

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 Jan 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 Dec 23.


Do Not Simply Invest, Make Informed Decisions

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