- Manager
- Shree Rama Managers
- Service
- Discretionary
- Asset class
- Equity
Shree Lakshmi Plan
+7.54%
1-year return
Benchmark BSE 500 −2.33% · to 30 Sep 2026
Shree Rama Managers’ Shree Lakshmi Plan returned 7.54% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500. It managed ₹144 crore across its clients.
Key numbers
- AUM
- ₹144 Cr
- Benchmark
- BSE 500
- Turnover, past year
- 1.04×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 | Difference |
|---|---|---|---|
| 1 month | −0.43% | −5.57% | +5.14% |
| 3 months | +3.99% | −3.59% | +7.58% |
| 6 months | +25.37% | +8.07% | +17.30% |
| 1 year | +7.54% | −2.33% | +9.87% |
| 2 years | −3.24% | −3.93% | +0.69% |
| 3 years | +7.80% | +9.20% | −1.40% |
| 4 years | +13.67% | +11.22% | +2.45% |
| Since inception | +13.32% | +10.43% | +2.89% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity90.60%₹130 Cr
- Cash and other9.40%₹13.52 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.24 Cr
- Outflow, Sep 2026
- ₹0.28 Cr
- Net, Sep 2026
- ₹0.97 Cr
- Net, FY to date
- −₹0.22 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 1.04×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Shree Lakshmi Plan returned?
7.54% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.43%; 3 months: 3.99%; 6 months: 25.37%; 1 year: 7.54%; 2 years: −3.24%; 3 years: 7.80%; 4 years: 13.67%; Since inception: 13.32%.
How has it done against its benchmark?
Its benchmark, the BSE 500, returned −2.33% over the year, so the strategy was 9.87 percentage points ahead.
How much does Shree Lakshmi Plan manage?
₹144 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Shree Lakshmi Plan?
Shree Rama Managers, a SEBI-registered portfolio manager (INP300007341), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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