© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 Month | −0.2% | −2.9% | +2.6% |
| 3 Months | +5.6% | −1.2% | +6.8% |
| 6 Months | 0.0% | +6.2% | −6.2% |
| 1 Year | 0.0% | +2.2% | −2.2% |
|---|
| 2 Years | 0.0% | +2.4% | −2.4% |
|---|
| 3 Years (CAGR) | 0.0% | +9.6% | −9.6% |
|---|
| 4 Years (CAGR) | 0.0% | +9.9% | −9.9% |
|---|
| 5 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| Since launch | +6.9% | +10.5% | −3.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 4-month window · Source: Computed from NAV history
Maximum drawdown: 0.2%
Shree Rama Managers’s story and investment philosophy are on the Shree Rama Managers firm page.
Abhishek Basumallick
Fund managerCo-Founder & Fund Manager for Stocks
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 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 a number of very large family offices and UHNIs.
Mohit Beriwala
Principal Officer
Mohit Beriwala is the Founder & Fund Manager for Passives. Mohit is a CFA, FRM, MS Finance & IIMB Alumnus. Brings a rich experience of 2 decades in finance. Mohit has been guiding entrepreneurs and professionals in planning their life goals and achieving long-term financial freedom. A dedicated father to a 10-year-old, he is deeply passionate about fitness, reading books and equity markets. He also actively shares his insights through finance-focused content on YouTube.
Gaurav Rampuria
Compliance Officer
Gaurav is the compliance officer of SRM. He looks after the compliance and legal functions. He has Domain Expertise in Operations of MFs, PMS & NPS. He believes in sustainable growth.
Registration No
INP300007341
Fund Manager
Mr.Mohit Beriwala
Principal Officer
Mr.Mohit Beriwala
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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