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) |
|---|---|---|---|
| 3.61% | 0.79 | 12.71% | 68.75% |
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 | -10.35% | -10.88% | -7.63% | -0.16% | 4.02% | 13.50% | - | - | 9.73% |
| NSE Multi Asset Index 2 | -6.20% | -6.87% | -3.79% | 3.27% | 5.38% | 11.13% | - | - | 8.14% |
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 0M | - | NSE Multi Asset Index 2 | 9.73% | - | 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 | 8.69% | -3.83% | 68.75% | 4.86% | 0.82 | 12.71% | -0.30 | 3.73% | 0.67 | 54.17 % |
| Nifty 500 | 7.87% | -4.26% | 3.61% | 0.79 | 2.04% | 0.38 | 60.42 % | |||
| Nifty Midcap 100 | 0.98% | -5.03% | -4.05% | 0.73 | -5.33% | -0.64 | 43.75 % | |||
| Nifty Smallcap 100 | 10.47% | -5.12% | 5.35% | 0.56 | 0.21% | 0.02 | 45.83 % | |||
| BSE 500 | 8.21% | -4.24% | 3.97% | 0.79 | 2.48% | 0.46 | 62.50 % | |||
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 31st March 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.
