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 10M | 116.96 | S&P BSE 500 TRI | 18.64% | 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 | 6.94% | -1.43% | 57.45% | 5.51% | 1.07 | 17.63% | -0.17 | 8.64% | 0.64 | 55.32 % |
| Nifty 500 | 3.35% | -2.06% | 1.29% | 0.98 | 6.97% | 0.59 | 54.26 % | |||
| Nifty Midcap 100 | -4.07% | -2.77% | -6.84% | 0.84 | 2.40% | 0.22 | 52.13 % | |||
| Nifty Smallcap 100 | 2.35% | -3.13% | -0.78% | 0.65 | 6.36% | 0.49 | 50.00 % | |||
| BSE 500 | 3.81% | -2.05% | 1.76% | 0.99 | 7.18% | 0.61 | 54.26 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30th Jun 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 May 26.
