Invest in Companies with strong fundamental, proven track record and with high growth potential
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Investment Process
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Asit C Mehta Investment Intermediates Ltd ACE Multicap | Multi Cap & Flexi Cap | Mr. CA. Prathmesh Agrawal | 23 August 2018 | 7Y 8M | 105.7 | S&P BSE 500 TRI | 17.10% | 19 | 12 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.80% | 6.24% | 57.61% | 7.04% | 0.93 | 15.35% | -0.11 | 8.07% | 0.59 | 54.35 % |
| Nifty 500 | -0.10% | 5.9% | 5.80% | 0.91 | 7.03% | 0.59 | 54.35 % | |||
| Nifty Midcap 100 | -7.10% | 5.24% | -1.86% | 0.88 | 3.03% | 0.27 | 53.26 % | |||
| Nifty Smallcap 100 | 2.38% | 5.16% | 7.54% | 0.67 | 7.55% | 0.58 | 51.09 % | |||
| BSE 500 | 0.25% | 5.9% | 6.15% | 0.92 | 7.20% | 0.61 | 54.35 % | |||
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Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
