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 Ace Multicap | Multi Cap | Deepak Makwana | 23 August 2018 | 6Y 9M | 157.35 | NIFTY 50 TRI | 21.08% | 29 | 5 |
| 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 | 9.65% | -20.1% | 59.76% | -10.45% | 1.03 | 18.41% | -0.35 | 8.11% | 0.57 | 52.44 % |
| Nifty 500 | 10.22% | -17.94% | -7.72% | 1.01 | 7.04% | 0.57 | 53.66 % | |||
| Nifty Midcap 100 | 5.04% | -14.25% | -9.21% | 0.85 | 3.12% | 0.27 | 52.44 % | |||
| Nifty Smallcap 100 | 10.93% | -10.42% | 0.51% | 0.67 | 7.64% | 0.58 | 51.22 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 May 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 Apr 25.
