Shree Dynamic Plan is a multi asset portfolio management service (PMS) strategy run by Shree Rama Managers Llp, launched on 6 Apr 2023. It manages ₹11.53 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -2.40% over 1 year and +7.31% over 3 years (+7.77% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹11.53 Cr
3-year return
+7.31%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹11.53 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
06/04/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+3.75%
3 Months
-7.37%
1 Year
-2.40%
3 Years
+7.31%
Since Inception
+7.77%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Shree Dynamic Plan
What are the returns of Shree Dynamic Plan?
Shree Dynamic Plan has a 1-year return of -2.40%, a 3-year return of +7.31% and +7.77% since inception. Past performance is not indicative of future results.
What is the AUM of Shree Dynamic Plan?
Shree Dynamic Plan manages ₹11.53 Cr of client assets.
What is the minimum investment for Shree Dynamic Plan?
The minimum investment for Shree Dynamic Plan is ₹50 Lakhs.
When was Shree Dynamic Plan launched?
Shree Dynamic Plan was launched on 6 Apr 2023. It has a 3-year track record.