- Manager
- Shree Rama Managers
- Service
- Discretionary
- Asset class
- Equity
Shree Smart Market Plan
+0.14%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Shree Rama Managers’ Shree Smart Market Plan returned 0.14% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹59.32 crore across its clients.
Key numbers
- AUM
- ₹59.32 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.08×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.56% | −6.03% | +0.47% |
| 3 months | −3.41% | −4.91% | +1.50% |
| 6 months | +9.08% | +2.13% | +6.95% |
| 1 year | +0.14% | −7.09% | +7.23% |
| Since inception | +3.34% | +0.01% | +3.33% |
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
- Mutual funds100.24%₹59.46 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.57 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹7.57 Cr
- Net, FY to date
- ₹29.13 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.08×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Shree Smart Market Plan returned?
0.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.56%; 3 months: −3.41%; 6 months: 9.08%; 1 year: 0.14%; Since inception: 3.34%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 7.23 percentage points ahead.
How much does Shree Smart Market Plan manage?
₹59.32 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 Smart Market 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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