- Manager
- Shree Rama Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Shree STP
+2.76%
1-year return
Benchmark NSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REIT +2.21% · to 30 Sep 2026
Shree Rama Managers’ Shree STP returned 2.76% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REIT. It managed ₹0.57 crore across its clients.
Key numbers
- AUM
- ₹0.57 Cr
- Benchmark
- NSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REIT
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REIT | Difference |
|---|---|---|---|
| 1 month | +0.19% | −2.85% | +3.04% |
| 3 months | +0.83% | −1.23% | +2.06% |
| 6 months | +1.64% | +6.24% | −4.60% |
| 1 year | +2.76% | +2.21% | +0.55% |
| 2 years | +3.33% | +2.37% | +0.96% |
| 3 years | +4.24% | +9.55% | −5.31% |
| 4 years | +4.66% | +9.91% | −5.25% |
| Since inception | +4.63% | +10.81% | −6.18% |
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 funds96.50%₹0.55 Cr
- Cash and other3.50%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.52 Cr
- Outflow, Sep 2026
- ₹0.11 Cr
- Net, Sep 2026
- ₹0.41 Cr
- Net, FY to date
- −₹0.08 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Shree STP returned?
2.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.19%; 3 months: 0.83%; 6 months: 1.64%; 1 year: 2.76%; 2 years: 3.33%; 3 years: 4.24%; 4 years: 4.66%; Since inception: 4.63%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REIT, returned 2.21% over the year, so the strategy was 0.55 percentage points ahead.
How much does Shree STP manage?
₹0.57 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 STP?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app