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) |
|---|---|---|---|
| 3.90% | 0.89 | 15.10% | 70% |
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 Wealth Builder Plan | 1.11% | 11.76% | -0.40% | 1.70% | 4.76% | 13.68% | - | - | 12.04% |
| NSE Multi Asset Index 2 | 1.70% | 7.56% | 0.17% | 3.46% | 5.74% | 11.27% | - | - | 9.51% |
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 | 4Y 3M | 26.37 | NSE Multi Asset Index 2 | 12.04% | - | 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 | 9.01% | -0.88% | 70% | 8.13% | 0.97 | 15.10% | -0.03 | 4.91% | 0.87 | 56.00 % |
| Nifty 500 | 5.69% | -1.79% | 3.90% | 0.89 | 2.04% | 0.38 | 60.00 % | |||
| Nifty Midcap 100 | -1.61% | -2.62% | -4.23% | 0.74 | -6.37% | -0.76 | 44.00 % | |||
| Nifty Smallcap 100 | 4.99% | -3.15% | 1.84% | 0.57 | -1.92% | -0.14 | 46.00 % | |||
| BSE 500 | 6.13% | -1.75% | 4.38% | 0.90 | 2.55% | 0.48 | 62.00 % | |||
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 Jun 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 May 26.
