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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

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.

Investment Objective

The plan aims to generate capital appreciation over long term.

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 investment in active equity funds is led by Abhishek Basumallick. 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. He also regularly appears on multiple TV channels including ET NOW, Money9 etc and is featured in international publications like Fortune Global and Nikkei Asia. He was featured on Economic Times as a “Don of Dalal Street” Abhishek advises the public equity portfolio for several large family offices and HNIs.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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