Source: SEBI Portfolio Manager Monthly Report

Shree Lakshmi Plan

Performance

Asset Class: EQUITY ; AUM: Rs. 122.55 cr; Sharpe Ratio: 0.08 ; Information Ratio: 2.98

Assets Under Management

from 2022-06-30 through 2026-03-31 .

Shree Vriddhi Plan

Performance

Asset Class: EQUITY ; AUM: Rs. 68.75 cr; Sharpe Ratio: 0.08 ; Information Ratio: 3.83

Assets Under Management

from 2022-06-30 through 2026-03-31 .

Shree Wealth Builder Plan

Performance

Asset Class: MULTI ASSET ; AUM: Rs. 36.12 cr; Sharpe Ratio: 0.3 ; Information Ratio: -111.73

Assets Under Management

from 2022-06-30 through 2026-03-31 .

Shree Smart Market Plan

Performance

Asset Class: MULTI ASSET ; AUM: Rs. 27.69 cr; Sharpe Ratio: -0.43 ; Information Ratio: -128.4

Assets Under Management

from 2025-01-31 through 2026-03-31 .

Shree Dynamic Plan

Performance

Asset Class: MULTI ASSET ; AUM: Rs. 12.51 cr; Sharpe Ratio: -0.26 ; Information Ratio: -217.61

Assets Under Management

from 2022-08-31 through 2026-03-31 .

Shree Stp

Performance

Asset Class: DEBT ; AUM: Rs. 0.48 cr; Sharpe Ratio: -2.38 ; Information Ratio: -180.76

Assets Under Management

from 2022-06-30 through 2026-03-31 .


   

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