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 | 5Y 10M | BSE 500 TRI | 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 | 15.04% | 60.35% | 60.87% | 75.39% | 1.00 | 20.00% | 5.00 | 10.59% | 0.73 | 53.62 % |
| Nifty 500 | 7.67% | 57.2% | 64.87% | 1.34 | 9.27% | 0.72 | 55.07 % | |||
| Nifty Midcap 100 | -9.30% | 53.24% | 43.94% | 1.29 | 5.26% | 0.44 | 52.17 % | |||
| Nifty Smallcap 100 | -15.20% | 49.44% | 34.24% | 1.09 | 9.79% | 0.73 | 52.17 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.
