Shree Rama Managers Llp • Equity
Shree Lakshmi Plan is an equity portfolio management service (PMS) strategy run by Shree Rama Managers Llp, launched on 2 May 2022. As of 30 Sep 2026, it manages ₹144 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +7.54% over 1 year and +7.80% over 3 years (+13.32% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.40 percentage points behind of its benchmark. Its 3-year return ranks 343rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ABHISHEK BASUMALLICK.
Ranked nearby on 3-year return: TCG Advisory Services Pvt Ltd Fund 1 (+8.12%), Multicap (+8.05%), AAA Focus PMS (+7.76%), Phillip Signature India Portfolio (+7.74%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -0.43% |
| 3 Months | +3.99% |
| 1 Year | +7.54% |
| 3 Years | +7.80% |
| Since Inception | +13.32% |
| performance fee | Variable Fees: AMC Charge : 0.9% Profit Sharing : 9% |
| exit load | 1st year: 3% 2nd year: 2% 3rd year: 1% |
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.
Book an intro callShree Lakshmi Plan has a 1-year return of +7.54%, a 3-year return of +7.80% and +13.32% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Shree Lakshmi Plan returned +7.80% against +9.20% for the BSE 500 TRI, 1.40 percentage points behind. Over 1 year it returned +7.54% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Shree Lakshmi Plan's 3-year return of +7.80% ranks 343rd as of 30 Sep 2026.
Shree Lakshmi Plan is managed by ABHISHEK BASUMALLICK at Shree Rama Managers. The strategy manages ₹144 Cr of client assets as of 30 Sep 2026.
Shree Lakshmi Plan manages ₹144 Cr of client assets as of 30 Sep 2026.
The fee structure for Shree Lakshmi Plan includes: performance fee: Variable Fees: AMC Charge : 0.9% Profit Sharing : 9%; exit load: 1st year: 3% 2nd year: 2% 3rd year: 1%.
The minimum investment for Shree Lakshmi Plan is ₹50 Lakhs.
Shree Lakshmi Plan was launched on 2 May 2022. It has a 4-year track record.
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