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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
  • 166
    Out of 168*
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PMS Bazaar
Portfolio age3 years, 7 months
3.08%
4.27%
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 31/10/2025)
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 Rank166 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-5.69%
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
20 Out of 251
Fixed Fee
1.20%
Scheme Return
6.27%
Benchmark Return
4.27%
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
165 Out of 251
Fixed Fee
1.20%
Scheme Return
3.08%
Benchmark Return
4.27%
*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 Oct, 2025)
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
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bt_logoINVESTMENT 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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Shree Rama Managers - Vriddhi Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
165 Out of 251
Fixed Fee
1.20%
Scheme Return
3.08%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 251.55 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 3 Multi Asset schemes.

AUM (₹ cr)

251.55 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • 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
20 Out of 251
Fixed Fee
1.20%
Scheme Return
6.27%
Benchmark Return
4.27%
Smart Market Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Asset
Category Rank
3 Out of 25
Fixed Fee
1.50%
Scheme Return
4.21%
Benchmark Return
4.62%
Shree Rama Managers - Shree Dynamic Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category
Multi Asset
Category Rank
6 Out of 25
Fixed Fee
1.50%
Scheme Return
3.98%
Benchmark Return
2.58%
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
8 Out of 25
Fixed Fee
1.50%
Scheme Return
3.47%
Benchmark Return
2.58%
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
165 Out of 251
Fixed Fee
1.20%
Scheme Return
3.08%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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 1.20%.
What is the variable fee charged in Shree Rama Managers - Vriddhi Plan ?
There is no option for Variable fee.
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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