›Fund Details
Learn

Shree Vriddhi

Shree Rama Managers Llp

71.79 CR AUM

Shree Vriddhi

Shree Vriddhi

Shree Rama Managers Llp

71.79 CR AUM

BSE 500 TRI
Benchmark
4yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC : 0.9% Profit Sharing : 9%
Variable Fees
1st Year : 3% 2nd Year : 2% 3rd Year : 1%
Exit Load
BSE 500 TRI
Benchmark
4yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
AMC : 0.9% Profit Sharing : 9%
Variable Fees
1st Year : 3% 2nd Year : 2% 3rd Year : 1%
Exit Load
Fund manager

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.

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.

Purpose

Shree Vriddhi is an opportunistic equity strategy designed to capture shorter term opportunities in the market by combining quantitative models with a fundamental overlay to identify companies with improving business momentum and favorable technical signals. The strategy focuses on companies showing strong growth in topline and bottomline, improving profitability, dominant or increasing market share, low or reducing leverage and a potential turnaround either in the industry or in company fundamentals. Portfolio construction follows a concentrated framework typically holding about 10 to 12 stocks with equal weighted allocation while maintaining diversification across sectors, market capitalizations and investment styles. Idea generation is based on proprietary quantitative models and a TechnoFunda approach which blends technical indicators with fundamental research to identify stocks with strong short term prospects. Stocks are generally purchased with a typical holding period of about two to six months and are reviewed frequently for changes in technical signals or investment thesis. The portfolio maintains flexibility to hold up to 50 percent cash if suitable opportunities are limited. Stock examples representing this strategy include Titagarh Rail Systems, Dixon Technologies and Apar Industries which benefited from improving earnings outlook and strong sectoral demand drivers. Sector agnostic. Market cap agnostic.

Investment Approach v/s Benchmark Metrics

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
9.38%
1M benchmark return
10.38%
Alpha
-1.00%
1M Wealth multiple
1.09x

Investment Approach v/s Benchmark Performance

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
9.38%
1M benchmark return
10.38%
Alpha
-1.00%
1M Wealth multiple
1.09x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,139.54 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹17,979.78 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,759.81 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,391.43 Cr
EQ
BLENDED- RANGOLI
Blended- Rangoli
Unifi Capital P Ltd
₹11,765.52 Cr
EQ

Stock - Holdings

Contact us for details

Sector Allocation

Contact us for details