Shree Rama Managers PMS strategies
Shree Rama Managers runs 7 portfolio management strategies listed with APMI, managing ₹332 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Shree Lakshmi Plan | Equity | ABHISHEK BASUMALLICK | ₹144 Cr | +7.80% | -1.40 pts | 0.9% + 9% of profits | ₹50 Lakhs | Sep 2026 |
| Shree Vriddhi | Equity | ABHISHEK BASUMALLICK | ₹74.6 Cr | +2.86% | -6.34 pts | 0.9% + 9% of profits | ₹50 Lakhs | Sep 2026 |
| Shree Smart Market Plan | Equity | MOHIT BERIWALA | ₹59.32 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Shree Wealth Builder Plan | Multi Asset | — | ₹37.62 Cr | +16.10% | — | — | ₹50 Lakhs | — |
| Shree Dynamic Plan | Multi Asset | — | ₹11.53 Cr | +7.31% | — | — | ₹50 Lakhs | — |
| Shree Microcap & SME Plan | — | ABHISHEK BASUMALLICK | ₹4.21 Cr | — | — | — | ₹1 Crore | Sep 2026 |
| Shree STP | Multi Asset | — | ₹0.52 Cr | +4.56% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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