Shree Rama Managers - Shree Dynamic Plan

Shree Rama Managers LLP
MULTI ASSET

12

Out of 16*
Compare
Share

Portfolio age 1 years, 11 months

-1.94%

-3.92%

Hurdle Rate** 0.00%

Fixed fee 1.00%

Min. Investment ₹50 Lac

*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

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Mohit Beriwala

Manager Rank Out of 9
i
Rank is based on 3-year return
Schemes Managed 2
Total AUM Undisclosed
Highest Return In 1 Yr 5.89%

Profile

Mohit is the Founder of SRM. He is an FRM, CFA & IIM-B alumnus. Since 2006, he has been helping Entrepreneurs & Professionals safeguard their assets and reach the goal they desire. Mohit is an FRM, CFA & IIMB Alumnus He has been active in the financial market since he was merely 19 years of age. Since 2006, Mohit has been running a prominent wealth advisory business and has been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire.

Other Schemes

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Shree Rama Managers - Shree Dynamic Plan

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 2

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Apr 6, 2023

Min. Investment

₹50 Lac

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

1.00%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No option

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Investment Philosophy

Objective

The plan seeks to generate capital with relatively low volatility by investing in a well-diversified portfolio of exchange traded funds, REIT, InvIT and passive mutual fund schemes. However, there can be no assurance or guarantee that the investment objective would be achieved.

Investment Approach

Shree dynamic plan aims to generate capital with relatively low volatility. The approach is to have the advantage of equity-led growth while protecting them from the downside by the fixed income component to create wealth for investors. The portfolio manager will rebalance the asset allocation between equity and diversified non-equity asset classes such as government securities, liquid fund, gold and real estate as well.