Strive to beat the benchmark (CNX100) using superior stock selection (for Core portfolio) and tactical positioning (for Satellite portfolio)
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Money Core & Satellite | Multi Cap & Flexi Cap | Mr. Vivek Mahajan | 20 April 2015 | 10Y 6M | CNX100 | NA |
| 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 | 6.77% | 7.74% | 67.11% | 14.51% | 0.83 | 15.25% | 3.50 | 2.31% | 0.23 | 56.58 % |
| Nifty 500 | 6.79% | -1.16% | 5.63% | 0.95 | 1.43% | 0.17 | 56.58 % | |||
| Nifty Midcap 100 | 2.36% | -25.29% | -22.93% | 0.92 | 0.00% | 0.00 | 47.37 % | |||
| Nifty Smallcap 100 | 4.57% | -57.71% | -53.14% | 0.74 | 2.31% | 0.17 | 52.63 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jul 21.
