Shree Rama Managers Llp • Equity
Shree Vriddhi 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 ₹74.6 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +13.19% over 1 year and +2.86% over 3 years (+10.58% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.34 percentage points behind of its benchmark. Its 3-year return ranks 438th 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: Dakshin Portfolio (+3.01%), Mojo Soul (+2.99%), Concept Marvel (+2.84%), ASK India Vision Portfolio STP (+2.80%).
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 | +0.96% |
| 3 Months | -1.04% |
| 1 Year | +13.19% |
| 3 Years | +2.86% |
| Since Inception | +10.58% |
| performance fee | Variable Fees: AMC : 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 Vriddhi has a 1-year return of +13.19%, a 3-year return of +2.86% and +10.58% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Shree Vriddhi returned +2.86% against +9.20% for the BSE 500 TRI, 6.34 percentage points behind. Over 1 year it returned +13.19% 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 Vriddhi's 3-year return of +2.86% ranks 438th as of 30 Sep 2026.
Shree Vriddhi is managed by ABHISHEK BASUMALLICK at Shree Rama Managers. The strategy manages ₹74.6 Cr of client assets as of 30 Sep 2026.
Shree Vriddhi manages ₹74.6 Cr of client assets as of 30 Sep 2026.
The fee structure for Shree Vriddhi includes: performance fee: Variable Fees: AMC : 0.9% Profit Sharing : 9%; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1%.
The minimum investment for Shree Vriddhi is ₹50 Lakhs.
Shree Vriddhi was launched on 2 May 2022. It has a 4-year track record.
Description
All Shree Rama Managers PMS strategies →Browse all PMS strategies in India →