Shree Rama Managers - Shree Wealth Builder Plan

Shree Rama Managers LLP
MULTI ASSET

3

Out of 16*
Compare
Share

Portfolio age 2 years, 10 months

-1.97%

-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 (79.96%)

CASH AND EQUIVALENT (2.77%)

OTHERS (17.27%)

Allocation by Market Cap

Small Cap (4.09%)

Large Cap (58.67%)

Mid Cap (17.2%)

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

1M 3M 6M 1Y 3Y 5Y

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Grid

Shree Rama Managers - Shree Dynamic Plan

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 2

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

Apr 8, 2022

Min. Investment

₹50 Lac

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

1.00%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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Investment Philosophy

Objective

Seeks to generate long term capital with relatively low volatility by investing in a well-diversified portfolio of exchange traded funds,REIT, InvIT and index funds. However, there can be no assurance or guarantee that the investment objective would be achieved.

Investment Approach

A portfolio of different asset classes such as equity, debt, gold as well as real estate. This portfolio maintains an asset allocation ratio of 80% into equity and the remaining 20% into non-equity asset classes by systematic rebalancing.