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Shree Rama Managers - Vriddhi Plan
Shree Rama Managers - Vriddhi Plan

Shree Rama Managers - Vriddhi Plan

  • Shree Rama Managers LLP
  • Multi Cap AND Flexi Cap
  • 195
    Out of 196*
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PMS Bazaar
Portfolio age4 years, 3 months
-3%
1.73%
Hurdle Rate**0.00%
Fixed feeNo Option
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 31/07/2026)
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

Abhishek Basumallick
  • Manager Rank195 Out of 196
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.25%
Profile

Other Schemes
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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
254 Out of 282
Fixed Fee
No Option
Scheme Return
-1.73%
Benchmark Return
1.73%
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
272 Out of 282
Fixed Fee
No Option
Scheme Return
-3%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 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

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.20%
Hurdle Rate
No Option
Profit Sharing
12% profit sharing on all profits
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INVESTMENT PHILOSOPHY

Objective

The plan aims to generate capital appreciation over long term.

Investment Approach

A PMS portfolio of 8-12 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.

Calculators

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

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PEER ANALYSIS

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  • Grid
Compare
Shree Rama Managers - Vriddhi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
272 Out of 282
Fixed Fee
No Option
Scheme Return
-3%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 282
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 282
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 282
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 282
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 282
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Shree Rama Managers LLP
Shree Rama Managers LLP manages assets worth Rs 306.87 crores. Its current offering of PMS schemes includes 3 Multi Asset and 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

306.87 (As on Jun, 2026)

Number of Schemes

7
Schemes From This AMC
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Smart Cash Flow Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
2 Out of 44
Fixed Fee
No Option
Scheme Return
4.26%
Benchmark Return
1.5%
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
7 Out of 44
Fixed Fee
1.50%
Scheme Return
1.87%
Benchmark Return
1.7%
Shree Rama Managers - Shree Dynamic Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
8 Out of 44
Fixed Fee
1.50%
Scheme Return
1.81%
Benchmark Return
1.7%
Smart Market Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
112 Out of 282
Fixed Fee
1.50%
Scheme Return
1.81%
Benchmark Return
1.67%
Microcap & SME Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 282
Fixed Fee
No Option
Scheme Return
-0.47%
Benchmark Return
2.19%
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
254 Out of 282
Fixed Fee
No Option
Scheme Return
-1.73%
Benchmark Return
1.73%
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
272 Out of 282
Fixed Fee
No Option
Scheme Return
-3%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Shree Rama Managers - Vriddhi Plan?
There is no option for Hurdle rate.
What is the fixed fee charged in Shree Rama Managers - Vriddhi Plan ?
The fixed fee charged in Shree Rama Managers - Vriddhi Plan is No Option.
What is the variable fee charged in Shree Rama Managers - Vriddhi Plan ?
The variable fee charged in Shree Rama Managers - Vriddhi Plan is 1.20%.
What is the profit sharing in Shree Rama Managers - Vriddhi Plan ?
The profit sharing in Shree Rama Managers - Vriddhi Plan is 12% profit sharing on all profits.
What is the minimum investment in Shree Rama Managers - Vriddhi Plan ?
The minimum investment in Shree Rama Managers - Vriddhi Plan is ₹50 Lacs
What type of scheme is Shree Rama Managers - Vriddhi Plan?
Shree Rama Managers - Vriddhi Plan is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Shree Rama Managers - Vriddhi Plan?
The inception date of Shree Rama Managers - Vriddhi Plan is May 02, 2022.
What is the exit load of Shree Rama Managers - Vriddhi 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.

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