- Manager
- Shree Rama Managers
- Service
- Discretionary
- Asset class
- Equity
SHREE MICROCAP and SME PLAN
₹4.21 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Shree Rama Managers’ SHREE MICROCAP and SME PLAN managed ₹4.21 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹4.21 Cr
- Benchmark
- BSE 500
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 | Difference |
|---|---|---|---|
| 1 month | +1.56% | −5.57% | +7.13% |
| 3 months | +7.51% | −3.59% | +11.10% |
| Since inception | +7.74% | −4.13% | +11.87% |
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 equity84.87%₹3.57 Cr
- Cash and other15.13%₹0.64 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹1 Cr
- Net, FY to date
- ₹4 Cr
- Turnover, month
- 0.27×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SHREE MICROCAP and SME PLAN returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 1.56%; 3 months: 7.51%; Since inception: 7.74%.
How much does SHREE MICROCAP and SME PLAN manage?
₹4.21 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 MICROCAP and SME 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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