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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Shree Rama Managers - Lakshmi Plan
Fund Summary
Category MULTI CAP
AUM (₹ cr) UNDISC.
Fixed Fee 0.90%
Variable Fee No Option
Hurdle Rate No Option
Profit Sharing 9% profit sharing on all profits
Benchmark S&P BSE 500 TRI
Portfolio Age 2 years, 10 months
Trailing Returns
Portfolio Manager
Arindam Samanta
Arindam Samanta
Profile Arindam 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
  • Large Cap 20.79%
  • Mid Cap 4.73%
  • Small Cap 59.6%
Sector Holdings
Auto Components & Equipments
10.26%
Other Beverages
4.85%
Other Electrical Equipment
8.64%
Pharmaceuticals
27.08%
Real estate projects
4.65%
Stock Holdings
Undisclosed
Investment Details
Min. Investment ₹5000000
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.
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