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) |
|---|---|---|---|
| 5.52% | 0.56 | 13.24% | 66.67% |
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 Lakshmi Plan | 7.94% | -18.14% | -20.17% | -3.73% | 20.33% | 14.42% | |||
| BSE 500 TRI | 7.32% | -4.39% | -11.84% | 5.96% | 21.85% | 14.39% |
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 Shree Lakshmi Plan | Multi Cap | Arindam Samanta | 02 May 2022 | 2Y 11M | - | BSE 500 TRI | 14.42% | - | 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 | 12.70% | -0.82% | 66.67% | 11.88% | 0.44 | 13.24% | 1.28 | 11.98% | 0.89 | 72.73 % |
| Nifty 500 | 8.12% | -2.6% | 5.52% | 0.56 | 8.08% | 0.66 | 66.67 % | |||
| Nifty Midcap 100 | -1.03% | -2.14% | -3.17% | 0.58 | -2.67% | -0.22 | 39.39 % | |||
| Nifty Smallcap 100 | -0.75% | -2.51% | -3.26% | 0.62 | -0.53% | -0.04 | 42.42 % | |||
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 31 Mar 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 24.
