Shree Rama Managers LLP’s Shree Lakshmi Plan PMS aims to generate capital appreciation over long term.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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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 |
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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 |
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Shree Rama Managers LLP Shree Lakshmi Plan | Multi Cap | Arindam Samanta | 02 May 2022 | 2Y 5M | BSE 500 TRI | NA |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 15.62% | 6.2% | 70.83% | 21.82% | 0.36 | 15.72% | 2.97 | 10.29% | 0.70 | 66.67 % |
Nifty 500 | 7.48% | 3.82% | 11.30% | 0.67 | 7.35% | 0.55 | 66.67 % | |||
Nifty Midcap 100 | -8.46% | -1.17% | -9.63% | 0.77 | -2.96% | -0.23 | 41.67 % | |||
Nifty Smallcap 100 | -15.98% | -3.36% | -19.34% | 0.76 | 2.13% | 0.16 | 45.83 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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#Returns as of 30 Sep 2024. 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 24.