Affluense AI AFFLUENSE

Lakshmi Plan

Shree Rama Managers LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
2 May 2022
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This discretionary portfolio is constructed with 15 to 25 mid-cap and large-cap equity securities. The allocation to equities within this portfolio can vary between 50% and 99%, with the balance held in cash or cash equivalents. This approach aims to mitigate portfolio volatility and capitalize on emerging market prospects.

Investment Objective

This investment strategy is designed to achieve sustained capital growth over an extended period.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.53% -0.24% -0.29%
3 MONTHS 2.31% 5.02% -2.71%
6 MONTHS 2.40% 1.63% 0.77%
1 YEAR -8.67% 7.63% -16.30%
2 YEAR 4.98% 11.64% -6.66%
3 YEAR 16.24% 16.40% -0.16%
SINCE INCEPTION 14.67% 14.93% -0.26%

Calendar Year Performance

Year Return
CY 2025 -8.67%
CY 2024 20.68%
CY 2023 42.52%

Financial Year Performance

Year Return
FY 26_YTD 11.60%
FY 25 -3.73%
FY 24 50.44%

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

Fund Managers

The management of active equity fund investments is overseen by Abhishek Basumallick. Mr. Basumallick is a recognized figure in the investment community, with a significant public profile established through his contributions to the "Market Moghuls" section of The Economic Times and his appearances on CNBC TV18. His regular participation extends to various television channels, including ET NOW and Money9, and his commentary has been featured in international media such as Fortune Global and Nikkei Asia. Notably, The Economic Times has recognized him as a "Don of Dalal Street." In addition to his public engagements, Mr. Basumallick provides advisory services for public equity portfolios to a number of prominent family offices and high-net-worth individuals.

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
3 Yrs, 7 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.2%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 12% profit sharing on all profits

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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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)