Our read
₹100 grew to ₹160.5 since inception (+12.0% CAGR), with a max drawdown of −38.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+2.9%
Since inception
+12.0%
Max drawdown
−38.5%
Volatility
+19.0%
Peer position
Loading peer ranks…
Performance
SHREE VRIDDHI PLAN₹160.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.4% | +0.8% | −6.3% | +9.4% | +3.2% | +7.5% | −3.0% | +1.0% | +1.0% | +9.4% | |||
| 2025 | −10.2% | −7.3% | +1.5% | −3.3% | +0.3% | +4.9% | −6.8% | −1.0% | −0.6% | +3.1% | −0.9% | +1.3% | −18.4% |
| 2024 | +5.4% | +2.8% | −5.2% | +5.2% | +7.3% | +12.3% | +1.7% | +0.8% | −4.2% | −7.8% | −4.6% | −2.0% | +10.4% |
| 2023 | −3.4% | −2.4% | +0.8% | +4.1% | +12.1% | +12.9% | +2.0% | +0.5% | −2.5% | +8.6% | +4.3% | +41.7% | |
| 2022 | −0.6% | +5.4% | +11.9% | +0.8% | +2.6% | −5.1% | +14.9% |
Metrics
Tearsheet- 1M return
- +1.0%
- 3M return
- −1.1%
- 6M return
- +20.1%
- 1Y return
- +13.2%
- 2Y CAGR
- −12.2%
- 3Y CAGR
- +2.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +12.0%
- Total return
- +60.5%
- Average month
- +1.1%
- Median month
- +0.8%
- Average up month
- +4.5%
- Best month
- +12.9%
- Best rolling 12M
- +66.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
SHREE VRIDDHI PLAN performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SHREE VRIDDHI PLAN performed?
- SHREE VRIDDHI PLAN (Shree Rama Managers LLP) shows CAGR 12.02% and max drawdown -38.53% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is SHREE VRIDDHI PLAN CAGR / max drawdown?
- CAGR is 12.02%; max drawdown is -38.53%. We only publish CAGR when there are enough months (≥12 on this track of 50 months). Learn more
- Where do SHREE VRIDDHI PLAN returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite SHREE VRIDDHI PLAN?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more