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 8M | 151.65 | NIFTY 50 TRI | 20.02% | 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 | 11.98% | 3.98% | 60.26% | 15.96% | 0.87 | 21.88% | 0.96 | 10.26% | 0.72 | 53.85 % |
| Nifty 500 | 7.78% | 1.82% | 9.60% | 1.12 | 8.34% | 0.66 | 55.13 % | |||
| Nifty Midcap 100 | -1.04% | 1.95% | 0.91% | 1.23 | 3.44% | 0.29 | 52.56 % | |||
| Nifty Smallcap 100 | -0.56% | 1.38% | 0.82% | 0.97 | 6.88% | 0.52 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30 Apr 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 24.
