Shree Rama Managers LLP’s Shree Wealth Builder Plan seeks to generate long term capital with relatively low volatility by investing in a well-diversified portfolio of exchange traded funds, real estate investment trust units and index funds. However, there can be no assurance or guarantee that the investment objective would be achieved.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 Wealth Builder Plan | Multi Asset | Mr Mohit Beriwala | 08 April 2022 | 3Y 9M | NSE Multi Asset Index 2 | 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 | -3.12% | -0.48% | 71.11% | -3.60% | 0.76 | 9.43% | 0.35 | 2.86% | 0.50 | 51.11 % |
| Nifty 500 | 0.34% | -0.11% | 0.23% | 0.67 | 1.16% | 0.21 | 57.78 % | |||
| Nifty Midcap 100 | 0.96% | 0.21% | 1.17% | 0.51 | -6.07% | -0.71 | 42.22 % | |||
| Nifty Smallcap 100 | 11.82% | 0.71% | 12.53% | 0.39 | -0.94% | -0.07 | 44.44 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Dec 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 Dec 25.
