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) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 7M | BSE 500 TRI | 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 | 12.72% | -5.88% | 67.74% | 6.84% | 0.95 | 19.51% | 1.54 | 13.45% | 0.86 | 54.84 % |
| Nifty 500 | 6.77% | -8.12% | -1.35% | 1.06 | 9.67% | 0.70 | 54.84 % | |||
| Nifty Midcap 100 | -3.03% | -7.6% | -10.63% | 0.94 | -0.30% | -0.02 | 45.16 % | |||
| Nifty Smallcap 100 | -4.63% | -8.73% | -13.36% | 0.79 | 1.48% | 0.10 | 41.94 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 Nov 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 Oct 24.
