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Dynamic Plan

Shree Rama Managers LLP
PMS Multi Asset
Benchmark
NSE Multi Asset Index 2
Inception Date
6 April 2023
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The Shree Dynamic Plan seeks to achieve capital appreciation through a strategy characterized by reduced volatility. Its methodology combines the potential for equity-driven expansion with risk mitigation provided by a fixed-income allocation, thereby facilitating wealth creation for investors. The portfolio manager will actively manage the allocation between equities and a diversified range of non-equity asset classes, including but not limited to government securities, liquid funds, gold, and real estate.

Investment Objective

The investment strategy aims to achieve capital appreciation with a focus on managing volatility, by deploying capital across a diversified array of Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Infrastructure Investment Trusts (InvITs), and passively managed mutual fund schemes. Notwithstanding the strategic approach, there is no certainty or assurance that the stated investment objective will be realized.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.42% -0.05% -0.37%
3 MONTHS 3.67% 3.31% 0.36%
6 MONTHS 0.06% 3.28% -3.22%
1 YEAR 5.61% 9.52% -3.91%
2 YEAR 5.21% 11.18% -5.97%
SINCE INCEPTION 11.70% 14.97% -3.27%

Calendar Year Performance

Year Return
CY 2025 5.61%
CY 2024 4.81%

Financial Year Performance

Year Return
FY 26_YTD 7.16%
FY 24_YTD 25.85%
FY 25 -0.33%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

[Founder Name], Founder of [Company Name], brings extensive expertise to asset management. A distinguished alumnus of IIM Bangalore and holding both FRM and CFA certifications, [Founder Name] has been instrumental in guiding entrepreneurs and professionals towards their financial objectives since 2006. [Founder Name] possesses a rich background in financial markets, having engaged with them since the age of 19. For over a decade, [Founder Name] has successfully operated a leading wealth advisory firm, dedicated to preserving client assets and facilitating the achievement of their desired financial outcomes.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 8 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 12.50% profit sharing on all profits

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)