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 5M | 141.16 | S&P BSE 500 TRI | 20.17% | 20 | 10 |
| 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 | -11.02% | 7.94% | 59.55% | -3.08% | 1.24 | 16.01% | 0.24 | 8.45% | 0.61 | 53.93 % |
| Nifty 500 | -7.33% | 8.07% | 0.74% | 1.10 | 7.44% | 0.62 | 55.06 % | |||
| Nifty Midcap 100 | -6.51% | 8.2% | 1.69% | 0.83 | 3.71% | 0.33 | 53.93 % | |||
| Nifty Smallcap 100 | 4.69% | 8.36% | 13.05% | 0.61 | 7.96% | 0.61 | 50.56 % | |||
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Disclaimer
#Returns as of 31 Dec 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 Dec 25.
