Shree Rama Managers LLP’s Shree Vriddhi Plan PMS aims to generate capital appreciation over long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -7.12% | 0.89 | 17.38% | 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 Vriddhi Plan | -7.77% | -10.94% | 9.14% | 33.72% | 27.38% | 28.35% | |||
| BSE 500 TRI | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 19.77% |
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 Vriddhi Plan | Multi Cap | Arindam Samanta | 02 May 2022 | 2Y 6M | BSE 500 TRI | 28.35% | 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 | 15.62% | 18.42% | 66.67% | 34.04% | 0.83 | 17.38% | 3.38 | 13.97% | 0.90 | 58.33 % |
| Nifty 500 | 7.48% | 16.03% | 23.51% | 1.06 | 11.03% | 0.80 | 58.33 % | |||
| Nifty Midcap 100 | -8.46% | 11.05% | 2.59% | 0.94 | 0.72% | 0.06 | 45.83 % | |||
| Nifty Smallcap 100 | -15.98% | 8.86% | -7.12% | 0.89 | 5.81% | 0.44 | 45.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | 40.90 |
| Small Cap | 49.97 |
| 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 Oct 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.
