Manager
Shree Rama Managers
Service
Discretionary
Asset class
Multi-asset

Shree Wealth Builder Plan

+0.41%

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 Wealth Builder Plan returned 0.41% 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 ₹19.48 crore across its clients.

Key numbers

AUM
₹19.48 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
0.20×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Shree Wealth Builder Plan returns against 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
PeriodThis strategyNSE Multi Asset Index 2: Composition 50 percent NIFTY 500 20 percent NIFTY Medium Duration Index 20 percent NIFTY Arbitrage index 10 percent INVIT REITDifference
1 month−4.84%−2.85%−1.99%
3 months−2.73%−1.23%−1.50%
6 months+8.71%+6.24%+2.47%
1 year+0.41%+2.21%−1.80%
2 years+0.74%+2.37%−1.63%
3 years+11.40%+9.55%+1.85%
4 years+13.05%+9.91%+3.14%
Since inception+10.64%+8.65%+1.99%

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 funds99.27%
  • Cash and other0.73%

Flows and turnover

Inflow, Sep 2026
₹0.01 Cr
Outflow, Sep 2026
₹5.45 Cr
Net, Sep 2026
−₹5.44 Cr
Net, FY to date
−₹18.17 Cr
Turnover, month
0.05×
Turnover, past year
0.20×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Shree Wealth Builder Plan returned?

0.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.84%; 3 months: −2.73%; 6 months: 8.71%; 1 year: 0.41%; 2 years: 0.74%; 3 years: 11.40%; 4 years: 13.05%; Since inception: 10.64%.

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 1.80 percentage points behind.

How much does Shree Wealth Builder Plan manage?

₹19.48 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 Wealth Builder 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.

Full disclaimer

See how a PMS fits your plan

Armor checks every holding against your goals, risk and timeline.

Get the app