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bt_logoCOMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Shree Rama Managers - Lakshmi Plan
Fund Summary
CategoryMulti Cap AND Flexi Cap
AUM (₹ cr)UNDISC.
Fixed Fee1.20%
Variable FeeNo Option
Hurdle RateNo Option
Profit Sharing12% profit sharing on all profits
BenchmarkS&P BSE 500 TRI
Portfolio Age3 years, 9 months
Trailing Returns
Portfolio Manager
Arindam Samanta
Arindam Samanta
ProfileArindam has been into equity research and investment analysis for the last 5-Years. He believes in maintaining a positive mindset and creating value for society.
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment5000000
SIP OptionAvailable
STP OptionAvailable
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.