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.
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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 Wealth Builder Plan | 5.63% | 10.19% | 16.64% | 33.91% | 27.45% | - | - | - | 18.98% |
NSE Multi Asset Index 2 | 3.99% | 6.83% | 10.78% | 23.23% | 18.51% | - | - | - | 13.00% |
Portfolio Holdings
Holding | % |
---|---|
Nasdaq 100 | 24.97 |
Nifty 50 | 23.11 |
Nifty Next 50 | 13.69 |
Nifty Midcap 150 | 13.88 |
Nifty Smallcap 150 | 3.06 |
Debt | 9.97 |
Domestic Gold | 2.18 |
Reit Portfolio | 5.12 |
Cash Equivalent | 4.02 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 62.74 |
Mid Cap | 15.44 |
Small Cap | 3.42 |
Cash | 2.70 |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.