Business Today
Subscribe
Petrol PricesDiesel PricesBT ReelsPMS TodayUS NewsIndiaWeatherBT ShortsNRI
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
Shree Rama Managers - Lakshmi Plan
Shree Rama Managers - Lakshmi Plan

Shree Rama Managers - Lakshmi Plan

  • Shree Rama Managers LLP
  • Multi Cap AND Flexi Cap
  • 131
    Out of 179*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age4 years
-11.74%
-11.37%
Hurdle Rate**0.00%
Fixed fee1.20%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Abhishek Basumallick
  • Manager Rank135 Out of 182
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.36%
Profile

Other Schemes
  • table
  • Grid
Compare
Shree Rama Managers - Lakshmi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
134 Out of 270
Fixed Fee
1.20%
Scheme Return
12.49%
Benchmark Return
-11.37%
Shree Rama Managers - Vriddhi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 270
Fixed Fee
1.20%
Scheme Return
9.38%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Mar, 2026)
Inception Date
May 02, 2022
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.20%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
12% profit sharing on all profits
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

The plan aims to generate capital appreciation over long term.

Investment Approach

A PMS portfolio of 15-25 medium to large cap stocks. This portfolio’s equity allocation can range from 50% to 99% and the remaining portion into cash or cash equivalent to reduce volatility and take advantage of market opportunity.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Modi Cabinet Announces Big MSP Hike For Farmers | ₹2.6 Lakh Crore Boost4:18Modi Cabinet Announces Big MSP Hike For Farmers | ₹2.6 Lakh Crore Boost
Cabinet Clears Mega Coal Gasification Plan | Jobs, Power & Fertilizer Boost7:57Cabinet Clears Mega Coal Gasification Plan | Jobs, Power & Fertilizer Boost
Vaibhav Shah Decodes SIFs, Hedging Strategies & Wealth Creation Amid Volatility | Mirae Asset18:01Vaibhav Shah Decodes SIFs, Hedging Strategies & Wealth Creation Amid Volatility | Mirae Asset
Cabinet Approves ₹20,667 Crore Ahmedabad-Dholera Rail Project | Ashwini Vaishnaw7:46Cabinet Approves ₹20,667 Crore Ahmedabad-Dholera Rail Project | Ashwini Vaishnaw
Buy The Dip Or Stay Cautious? Daljeet Kohli Decodes Market Recovery & Strategy20:55Buy The Dip Or Stay Cautious? Daljeet Kohli Decodes Market Recovery & Strategy
Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today42:23Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today
Dr Reddy’s Turns To Obesity Drugs, Biosimilars And Consumer Health For Next Phase Of Growth13:41Dr Reddy’s Turns To Obesity Drugs, Biosimilars And Consumer Health For Next Phase Of Growth
West Asia Crisis A ‘Live Stress Test’ For India’s Balance Of Payments: CEA V Anantha Nageswaran2:33West Asia Crisis A ‘Live Stress Test’ For India’s Balance Of Payments: CEA V Anantha Nageswaran
Sagility CFO Srinivas Mattapalli On 41% Profit Jump & AI-Led Growth Story16:49Sagility CFO Srinivas Mattapalli On 41% Profit Jump & AI-Led Growth Story
Syrma SGS Technology Q4 Results | Profit jumps 55%, Dividend declared | Management On Q4 Performance15:04Syrma SGS Technology Q4 Results | Profit jumps 55%, Dividend declared | Management On Q4 Performance
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Shree Rama Managers - Lakshmi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
134 Out of 270
Fixed Fee
1.20%
Scheme Return
12.49%
Benchmark Return
-11.37%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Shree Rama Managers LLP
Shree Rama Managers LLP manages assets worth Rs 256.80 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 2 Multi Asset schemes.

AUM (₹ cr)

256.80 (As on Mar, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Shree Rama Managers - Vriddhi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
16 Out of 269
Fixed Fee
1.20%
Scheme Return
-6.34%
Benchmark Return
-11.37%
Shree Rama Managers - Shree Dynamic Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
21 Out of 38
Fixed Fee
1.50%
Scheme Return
-8.54%
Benchmark Return
-6.2%
Shree Rama Managers - Shree Wealth Builder Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
31 Out of 38
Fixed Fee
1.50%
Scheme Return
-10.35%
Benchmark Return
-6.2%
Shree Rama Managers - Lakshmi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
191 Out of 269
Fixed Fee
1.20%
Scheme Return
-11.74%
Benchmark Return
-11.37%
Smart Market Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 269
Fixed Fee
1.50%
Scheme Return
-11.76%
Benchmark Return
-11.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Shree Rama Managers - Lakshmi Plan?
There is no option for Hurdle rate.
What is the fixed fee charged in Shree Rama Managers - Lakshmi Plan ?
The fixed fee charged in Shree Rama Managers - Lakshmi Plan is 1.20%.
What is the variable fee charged in Shree Rama Managers - Lakshmi Plan ?
There is no option for Variable fee.
What is the profit sharing in Shree Rama Managers - Lakshmi Plan ?
The profit sharing in Shree Rama Managers - Lakshmi Plan is 12% profit sharing on all profits.
What is the minimum investment in Shree Rama Managers - Lakshmi Plan ?
The minimum investment in Shree Rama Managers - Lakshmi Plan is ₹50 Lacs
What type of scheme is Shree Rama Managers - Lakshmi Plan?
Shree Rama Managers - Lakshmi Plan is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Shree Rama Managers - Lakshmi Plan?
The inception date of Shree Rama Managers - Lakshmi Plan is May 02, 2022.
What is the exit load of Shree Rama Managers - Lakshmi Plan?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

bt_logoTop Stories