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 | -3.49% | -0.43% | 9.68% | 34.38% | 23.25% | 16.98% | |||
| NSE Multi Asset Index 2 | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 12.29% |
Portfolio Holdings
| Holding | % |
|---|---|
| Nasdaq 100 | 24.97 |
| Nifty 50 | 23.11 |
| Nifty Next 50 | 13.69 |
| Nifty Midcap 150 | 13.88 |
| Nifty Smallcap 150 | 3.06 |
| Debt | 9.97 |
| Domestic Gold | 2.18 |
| Reit Portfolio | 5.12 |
| Cash Equivalent | 4.02 |
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 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
