Shree Rama Managers Llp • Equity
Shree Smart Market Plan is an equity portfolio management service (PMS) strategy run by Shree Rama Managers Llp, launched on 27 Jan 2025. As of 30 Sep 2026, it manages ₹59.32 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.14% over 1 year (+3.34% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 7.23 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by MOHIT BERIWALA.
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 | -5.56% |
| 3 Months | -3.41% |
| 1 Year | +0.14% |
| Since Inception | +3.34% |
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 Smart Market Plan has a 1-year return of +0.14% and +3.34% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Shree Smart Market Plan returned +0.14% against -7.09% for the Nifty 50 TRI, 7.23 percentage points ahead. Figures as of 30 Sep 2026.
Shree Smart Market Plan is managed by MOHIT BERIWALA at Shree Rama Managers. The strategy manages ₹59.32 Cr of client assets as of 30 Sep 2026.
Shree Smart Market Plan manages ₹59.32 Cr of client assets as of 30 Sep 2026.
The minimum investment for Shree Smart Market Plan is ₹50 Lakhs.
Shree Smart Market Plan was launched on 27 Jan 2025. It has a 1-year track record.
Description
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