What is the hurdle rate of Shree Rama Managers - Shree Wealth Builder Plan?

There is no option for Hurdle rate.

What is the fixed fee charged in Shree Rama Managers - Shree Wealth Builder Plan ?

The fixed fee charged in Shree Rama Managers - Shree Wealth Builder Plan is 1.50%.

What is the variable fee charged in Shree Rama Managers - Shree Wealth Builder Plan ?

There is no option for Variable fee.

What is the profit sharing in Shree Rama Managers - Shree Wealth Builder Plan ?

The profit sharing in Shree Rama Managers - Shree Wealth Builder Plan is 12.50% profit sharing on all profits.

What is the minimum investment in Shree Rama Managers - Shree Wealth Builder Plan ?

The minimum investment in Shree Rama Managers - Shree Wealth Builder Plan is ₹50 Lacs

What type of scheme is Shree Rama Managers - Shree Wealth Builder Plan?

Shree Rama Managers - Shree Wealth Builder Plan is an Multiasset scheme. It falls in the Multi Asset category.

What is the inception date of Shree Rama Managers - Shree Wealth Builder Plan?

The inception date of Shree Rama Managers - Shree Wealth Builder Plan is Apr 08, 2022.

Shree Rama Managers - Shree Wealth Builder Plan

Shree Rama Managers LLP
Multi Asset

11
Out of 19*
Compare
Share

Portfolio age4 years, 2 months

0.74%

0.11%

Hurdle Rate**0.00%

Fixed fee1.50%

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

TRAILING PERFORMANCE

(As on 31/05/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Mohit Beriwala

Manager Rank11 Out of 19
i
Rank is based on 3-year return
Schemes Managed3
Total AUM87.33
Highest Return In 1 Yr3.34%

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.

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Shree Rama Managers - Shree Dynamic Plan

AUM (₹ Cr)

₹11.60 Cr

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 2

FUND SUMMARY

AUM (₹ Cr)

30.51

(As on May, 2026)

Inception Date

Apr 08, 2022

Min. Investment

₹50 Lacs

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, Nil if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.50%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

12.50% profit sharing on all profits

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INVESTMENT PHILOSOPHY

Objective

Seeks to generate long term capital with relatively low volatility by investing in a well-diversified portfolio of exchange traded funds,REIT, InvIT and index funds. However, there can be no assurance or guarantee that the investment objective would be achieved.

Investment Approach

A portfolio of different asset classes such as equity, debt, gold as well as real estate. This portfolio maintains an asset allocation ratio of 80% into equity and the remaining 20% into non-equity asset classes by systematic rebalancing.