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) |
---|---|---|---|
7.06% | 0.97 | 12.10% | 68.09% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Aditya Birla Capital India Special Opportunities Portfolio | 3.4% | 3.8% | 0.2% | 9.4% | 13.5% | 26.0% | 14.8% | ||
BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.5% | 11.9% |
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 | 4Y 11M | 525 | BSE 500 TRI | 14.8% | 26 | 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 | -1.12% | 10.85% | 68.09% | 9.73% | 0.75 | 12.10% | 1.90 | 4.40% | 0.53 | 51.06 % |
Nifty 500 | -1.11% | 8.17% | 7.06% | 0.97 | 4.09% | 0.55 | 48.94 % | |||
Nifty Midcap 100 | -7.24% | 10.37% | 3.13% | 0.70 | 3.54% | 0.30 | 51.06 % | |||
Nifty Smallcap 100 | 1.56% | 5.31% | 6.87% | 0.41 | 7.62% | 0.44 | 44.68 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Bharti Airtel Ltd | 4.46 |
Matrimony.com Ltd | 3.55 |
Trent Ltd | 6.19 |
Wheels India Ltd | 2.81 |
Motherson Sumi Systems Ltd | 2.68 |
JTEKT India Limited | 2.18 |
Avenue Supermarts Ltd | 3.72 |
ITC Ltd | 3.44 |
Zydus Wellnes Ltd | 2.64 |
HDFC Bank Ltd | 7.42 |
ICICI Bank Ltd | 5.85 |
Kotak Mahindra Bank Ltd | 5.82 |
Axis Bank Ltd | 4.85 |
Multi Commodity Exchange of In | 3.43 |
Fortis Healthcare Ltd | 4.12 |
Sun Pharmaceutical Industries | 3.42 |
Syngene International Ltd | 3.21 |
Container Corp Of India Ltd | 4.09 |
AIA Engineering Ltd | 3.52 |
Praj Industries Ltd | 3.40 |
ION Exchange India Ltd | 3.28 |
Siemens Ltd | 3.25 |
Bharat Dynamics Ltd | 2.01 |
Persistent Systems Ltd | 5.02 |
Torrent Power Ltd | 3.88 |
Cash | 1.76 |
Top 25 Equity Holdings | 98.24 |
Sector Allocation
Holding | % |
---|---|
Cash | 2.90 |
Utilities | 3.80 |
Information Technology | 3.90 |
Communication Services | 7.80 |
Consumer Staples | 9.90 |
Health Care | 11.10 |
Consumer Discretionary | 15.40 |
Industrials | 17.90 |
Financials | 27.30 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 54.7 |
Mid Cap | 31.7 |
Small Cap | 6.1 |
Cash | 7.5 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 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.