Shree Smart Market Plan
Shree Smart Market Plan is a Equity Portfolio Management Service launched by Shree Rama Managers Llp on January 2025. Managed by MOHIT BERIWALA, the fund holds ₹50 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 0.6% (1Y), 6.51% since inception. Performance data as of July 2026.
Learn
Shree Smart Market Plan
Shree Rama Managers Llp
49.98 CR AUM
Shree Smart Market Plan
Shree Rama Managers Llp
49.98 CR AUM
Nifty 50 TRI
Benchmark
1yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
mohit beriwala
Fund Manager
EQUITYStrategies
Mohit is the Founder of SRM. He is an FRM, CFA & IIM-B alumnus. Since 2006, he has been helping Entrepreneurs & Professionals safeguard their assets and reach the goal they desire. Mohit is an FRM, CFA & IIMB Alumnus He has been active in the financial market since he was merely 19 years of age. Since 2006, Mohit has been running a prominent wealth advisory business and has been helping Entrepreneurs and Professionals safeguard their assets and reach the goal they desire.
What is this fund's investment objective?
To generate capital with relatively low volatility by investing in a well diversified portfolio of equity, debt, gold, real estate as well as cash and cash equivalent.
How has Shree Smart Market Plan performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
0.69%
1M benchmark return
1.67%
Alpha
-0.98%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
0.69%
1M benchmark return
1.67%
Alpha
-0.98%
1M Wealth multiple
1.01x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ