Shree Rama Managers - Shree Dynamic Plan

Shree Rama Managers LLP
MULTI ASSET

14

Out of 16*
Compare
Share

Portfolio age 1 years, 11 months

-1.71%

-1.11%

Hurdle Rate** 0.00%

Fixed fee 1.00%

Min. Investment ₹50 Lac

*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

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (30.66%)

CASH AND EQUIVALENT (58.64%)

OTHERS (10.7%)

Allocation by Market Cap

Large Cap (22.58%)

Mid Cap (8.08%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Mohit Beriwala

Manager Rank Out of 9
i
Rank is based on 3-year return
Schemes Managed 2
Total AUM Undisclosed
Highest Return In 1 Yr 14.72%

Profile

Mohit is the Founder of SRM. He is an FRM, CFA & IIM-B alumnus. Since 2006, he has been helping Entrepreneurs & Professionals safeguard their assets and reach the goal they desire. Mohit is an FRM, CFA & IIMB Alumnus He has been active in the financial market since he was merely 19 years of age. Since 2006, Mohit has been running a prominent wealth advisory business and has been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire.

Other Schemes

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