The investment objective of the portfolio is to invest in stocks that are primed to benefit from the catalysts and secular growth names

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 India Special Opportunities Portfolio | Multi Cap | Mr. Vishal Gajwani and Mr. Dhrushil Jhaveri | 15 June 2018 | 5Y 5M | BSE 500 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 | 5.86% | 3.87% | 68.09% | 9.73% | 0.75 | 12.10% | 1.90 | 4.40% | 0.53 | 51.06 % |
Nifty 500 | 4.08% | 2.98% | 7.06% | 0.97 | 4.09% | 0.55 | 48.94 % | |||
Nifty Midcap 100 | -8.70% | 11.83% | 3.13% | 0.70 | 3.54% | 0.30 | 51.06 % | |||
Nifty Smallcap 100 | -10.58% | 17.45% | 6.87% | 0.41 | 7.62% | 0.44 | 44.68 % |
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 Apr 22.