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 | 7Y 1M | 141 | NIFTY 50 TRI | 19.80% | 21 | 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 | 6.77% | -14.31% | 60.24% | -7.54% | 1.08 | 18.27% | -0.17 | 9.46% | 0.67 | 53.01 % |
| Nifty 500 | 6.79% | -10.71% | -3.92% | 1.00 | 8.40% | 0.67 | 54.22 % | |||
| Nifty Midcap 100 | 2.36% | -6.57% | -4.21% | 0.85 | 4.48% | 0.38 | 53.01 % | |||
| Nifty Smallcap 100 | 4.57% | -2.62% | 1.95% | 0.68 | 8.99% | 0.68 | 51.81 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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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 May 25.
