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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 - Shree Wealth Builder Plan
Fund Summary
Category MULTI ASSET
AUM (₹ cr) UNDISC.
Fixed Fee 1.00%
Variable Fee No Option
Hurdle Rate No Option
Profit Sharing No Option
Benchmark NSE Multi Asset Index 2
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 58.67%
  • Mid Cap 17.2%
  • Small Cap 4.09%
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment ₹5000000
SIP Option Available
STP Option Available
Exit Load Exit load is 0%
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