Shree Rama Managers- Shree Lakshmi Plan

Multi Cap · Portfolio Management Services

Shree Rama Managers- Shree Lakshmi Plan is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr Abhishek Basumallick. It has returned +7.54% over 1 year, +7.80% over 3 years, as reported by the fund manager. It manages about ₹143.85 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-0.43%Benchmark -5.57%
3 months
+3.99%Benchmark -3.59%
6 months
+25.37%Benchmark +8.07%
1 year
+7.54%Benchmark -2.33%
2 years
-3.24%Benchmark -3.93%
3 years
+7.80%Benchmark +9.20%
Since inception
+13.32%Benchmark +10.43%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr Abhishek Basumallick
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹143.85 Cr
Inception: 02 May 2022
Minimum investment: ₹50 lakh
Number of stocks: 19
Portfolio Manager’s Name: Arindam Samanta
Portfolio Manager’s Experience: Close to a decade in markets
Portfolio Manager’s Qualification: MBA, B. Tech, NISM-Series-XXI-B: Portfolio Managers Certification Examination

Common questions

What are the returns of Shree Rama Managers- Shree Lakshmi Plan?

Shree Rama Managers- Shree Lakshmi Plan has returned -0.43% (1 month), +3.99% (3 months), +25.37% (6 months), +7.54% (1 year), -3.24% (2 years), +7.80% (3 years), +13.32% (Since inception). Periods over one year are annualised.

What is the minimum investment for Shree Rama Managers- Shree Lakshmi Plan?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Shree Rama Managers- Shree Lakshmi Plan?

The fund manager is Mr Abhishek Basumallick.