Shree Wealth Builder Plan PMS: Returns, AUM & Details
Shree Rama Managers Llp • Multi Asset
Shree Wealth Builder Plan is a multi asset portfolio management service (PMS) strategy run by Shree Rama Managers Llp, launched on 7 Apr 2022. It manages ₹37.62 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.57% over 1 year and +16.10% over 3 years (+12.05% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹37.62 Cr
3-year return
+16.10%
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)
₹37.62 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
07/04/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+9.72%
3 Months
-2.06%
1 Year
+6.57%
3 Years
+16.10%
Since Inception
+12.05%
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 Wealth Builder Plan
What are the returns of Shree Wealth Builder Plan?
Shree Wealth Builder Plan has a 1-year return of +6.57%, a 3-year return of +16.10% and +12.05% since inception. Past performance is not indicative of future results.
What is the AUM of Shree Wealth Builder Plan?
Shree Wealth Builder Plan manages ₹37.62 Cr of client assets.
What is the minimum investment for Shree Wealth Builder Plan?
The minimum investment for Shree Wealth Builder Plan is ₹50 Lakhs.
When was Shree Wealth Builder Plan launched?
Shree Wealth Builder Plan was launched on 7 Apr 2022. It has a 4-year track record.