Our read
₹100 grew to ₹118.8 since inception (+4.4% CAGR), behind its filed benchmark on the same window, with a max drawdown of −0.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.2%
−7.7% vs benchmark
Since inception
+4.4%
Max drawdown
−0.4%
Volatility
+0.7%
Peer position
Loading peer ranks…
Performance
SHREE STP₹118.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +0.3% | +0.1% | +0.4% | +0.3% | +0.1% | +0.3% | +0.3% | +0.2% | +2.4% | |||
| 2025 | +0.4% | +0.4% | +0.2% | +0.4% | +0.2% | +0.2% | +0.3% | +0.4% | +0.2% | +0.4% | +0.3% | −0.4% | +3.1% |
| 2024 | +0.7% | +0.6% | +0.3% | +0.7% | +0.4% | +0.5% | +0.6% | +0.5% | +0.3% | +0.6% | +0.4% | +0.1% | +5.7% |
| 2023 | +0.5% | +0.2% | +0.6% | +1.0% | +0.2% | +0.3% | +0.5% | +0.4% | +0.5% | +0.5% | +0.4% | +5.3% | |
| 2022 | 0.0% | +0.3% | +0.5% | +0.4% | +1.1% |
Metrics
Tearsheet- 1M return
- +0.2%
- 3M return
- +0.8%
- 6M return
- +1.6%
- 1Y return
- +2.8%
- 2Y CAGR
- +3.3%
- 3Y CAGR
- +4.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +4.4%
- Total return
- +18.8%
- Average month
- +0.4%
- Median month
- +0.4%
- Average up month
- +0.4%
- Best month
- +1.0%
- Best rolling 12M
- +6.3%
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 STP performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SHREE STP performed?
- SHREE STP (Shree Rama Managers LLP) shows CAGR 4.41% and max drawdown -0.44% 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 STP CAGR / max drawdown?
- CAGR is 4.41%; max drawdown is -0.44%. We only publish CAGR when there are enough months (≥12 on this track of 48 months). Learn more
- Where do SHREE STP 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 STP?
- 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