SHREE RAMA MANAGERS - Shree Lakshmi Plan
EQUITY MULTI CAP
A PMS portfolio of 15-25 medium to large cap stocks. This portfolio’s equity allocation can range from 50% to 99% and the remaining portion into cash or cash equivalent to reduce volatility and take advantage of market opportunity.
+11.26%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
02 May '22
Total AUM
₹103.54Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
ABABHISHEK BASUMALLICKFounder, Intelsense.in & Head of Active Equity FundsView details
AB
ABHISHEK BASUMALLICK
Founder, Intelsense.in & Head of Active Equity Funds
View details
About
The investment in active equity funds is led by Abhishek Basumallick. Founder of Intelsense.in. Abhishek is a well known investor who has been at the forefront of public investment through his writings on the Market Moghuls section on The Economic Times and on CNBC TV18.
Investment philosophy
Leads investments in active equity funds and public market investing.
Awards
- Recognized as a well-known investor through his writings on The Economic Times' Market Moghuls section and appearances on CNBC TV18.
PMS house
Shree rama managers LLP
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