PMS · Equity · Multi Cap
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Fund size₹135 Cr
Alpha (3Y)−3.12%
3Y return7.96%
Fund age4 yrs 2 mo
Fund Manager
Growth of₹Cr
SHREE RAMA MANAGERS Shree Lakshmi
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SHREE RAMA MANAGERS Shree Lakshmi | −0.75% | 3.66% | −6.36% | 7.96% | — | 12.37% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | — | 12.39% |
| Excess over benchmark | 0.32% | 0.68% | −6.78% | −3.93% | — | −0.02% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
21.88%
Benchmark approx 14.75%
A standard deviation reflecting historical swings.
Sensitivity
1.11
Beta vs benchmark 1.00 · 11% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.21
Sharpe
Excess return gained per unit of volatility.
Capture ratio
91 / 100
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −29.81% from its 15 Sep 2024 peak to a 09 Apr 2025 trough. It has not yet recovered.
Max drawdowns
−29.81%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 15 Sep 2024 | 09 Apr 2025 | −29.81% | 206 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak15 Sep 2024
Trough09 Apr 2025
Depth−29.81%
Fell over206 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee0.90% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee9% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.