- Manager
- Shree Rama Managers
- Service
- Discretionary
- Asset class
- Equity
Shree Vriddhi Plan
+13.19%
1-year return
Benchmark BSE 500 −2.33% · to 30 Sep 2026
Shree Rama Managers’ Shree Vriddhi Plan returned 13.19% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500. It managed ₹74.59 crore across its clients.
Key numbers
- AUM
- ₹74.59 Cr
- Benchmark
- BSE 500
- Turnover, past year
- 2.35×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 | Difference |
|---|---|---|---|
| 1 month | +0.96% | −5.57% | +6.53% |
| 3 months | −1.04% | −3.59% | +2.55% |
| 6 months | +20.06% | +8.07% | +11.99% |
| 1 year | +13.19% | −2.33% | +15.52% |
| 2 years | −12.25% | −3.93% | −8.32% |
| 3 years | +2.86% | +9.20% | −6.34% |
| 4 years | +8.58% | +11.22% | −2.64% |
| Since inception | +10.58% | +10.43% | +0.15% |
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 equity94.56%₹70.53 Cr
- Cash and other5.44%₹4.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.29 Cr
- Outflow, Sep 2026
- ₹0.68 Cr
- Net, Sep 2026
- −₹0.39 Cr
- Net, FY to date
- −₹5.15 Cr
- Turnover, month
- 0.20×
- Turnover, past year
- 2.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Shree Vriddhi Plan returned?
13.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.96%; 3 months: −1.04%; 6 months: 20.06%; 1 year: 13.19%; 2 years: −12.25%; 3 years: 2.86%; 4 years: 8.58%; Since inception: 10.58%.
How has it done against its benchmark?
Its benchmark, the BSE 500, returned −2.33% over the year, so the strategy was 15.52 percentage points ahead.
How much does Shree Vriddhi Plan manage?
₹74.59 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 Vriddhi 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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