The portfolio will mainly invest in stocks of large-cap companies though there could be some exposure to mid and small-caps as well. Companies should either have good financials or should have an expected improvement in the future financials. The strategy is designed for investors who want to invest in listed shares/securities with a longer horizon.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.58% | 0.87 | 11.55% | 65.71% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Acepro Advisors Large Cap Strategy | Large Cap | Mr. Kunj Bansal | 14 February 2019 | 3Y 7M | Nifty 50-TRI | 9 |
| 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 | -3.39% | -1.19% | 65.71% | -4.58% | 0.87 | 11.55% | 1.38 | -0.08% | -0.02 | 51.43 % |
| Nifty 500 | -5.15% | -5.51% | -10.66% | 0.78 | -1.77% | -0.28 | 54.29 % | |||
| Nifty Midcap 100 | -11.07% | -15.45% | -26.52% | 0.57 | -5.36% | -0.44 | 45.71 % | |||
| Nifty Smallcap 100 | -9.21% | -30.53% | -39.74% | 0.23 | -7.28% | -0.41 | 42.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Aug 2022. 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 21.
