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.
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 | -0.48% | 6.49% | 17.42% | 13.34% | - | - | - | - | 9.63% |
| NSE Multi Asset Index 2 | -0.20% | 4.52% | 10.56% | 7.79% | - | - | - | - | 6.40% |
Portfolio Holdings
| Holding | % |
|---|---|
| Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund | 26.43 |
| NSE:NIFTYBEES | 24.40 |
| NSE:JUNIORBEES | 12.92 |
| NSE:MID150BEES | 13.38 |
| Motilal Oswal Nifty Smallcap 250 Index Fund | 2.56 |
| NSE:SETFGOLD | 2.01 |
| NSE:EMBASSY | 1.60 |
| NSE:MINDSPACE | 1.44 |
| NSE:BIRET | 1.77 |
| Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60:40 Index Fund | 7.83 |
| Axis Overnight Fund | 5.35 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 62.59 |
| Mid Cap | 14.85 |
| Small Cap | 3.27 |
| Cash | 3.08 |
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 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
