Invest in quality businesses that are central to India growth story. Identify and participate in growth of these businesses over medium to long term. Practice Value Investing while making investment decisions.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 |
---|---|---|---|---|---|---|---|---|---|
Aditya Birla Capital Core Equity Portfolio | Multi Cap | Mr. Vishal Gajwani and Natasha Lulla | 01 April 2008 | 15Y 8M | Nifty 50 TRI | 18 |
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 | 5.86% | 14.27% | 66.86% | 20.13% | 0.91 | 14.75% | 4.96 | 5.45% | 0.36 | 58.58 % |
Nifty 500 | 4.08% | 11.55% | 15.63% | 1.04 | 5.24% | 0.35 | 55.03 % | |||
Nifty Midcap 100 | -8.70% | 6.56% | -2.14% | 0.87 | 3.54% | 0.23 | 54.44 % | |||
Nifty Smallcap 100 | -10.58% | 0.33% | -10.25% | 0.67 | 7.95% | 0.41 | 52.66 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 21.