A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Shree Rama Managers - Shree Dynamic Plan
Fund Summary
Category
Multi Asset
AUM (₹ cr)
UNDISC.
Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
12.50% profit sharing on all profits
Benchmark
NSE Multi Asset Index 2
Portfolio Age
2 years, 9 months
Trailing Returns
Portfolio Manager
Arindam Samanta
Profile
Arindam has been into equity research and investment analysis for the last 5-Years. He believes in maintaining a positive mindset and creating value for society.
Detailed Portfolio
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment
5000000
SIP Option
Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, ni if redeemed in > 2-3 years, 0% thereafter.