The objective is long term wealth creation with lower volatility.

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 |
---|---|---|---|---|---|---|---|---|---|
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 Innovation Portfolio | Multi Cap | Mr. Vishal Gajwani and Natasha Lulla | 23 January 2020 | 5Y 8M | BSE 500 TRI | NA |
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 | 9.68% | -7.24% | 71.43% | 2.44% | 0.77 | 10.63% | 1.47 | 5.62% | 0.67 | 51.02 % |
Nifty 500 | 10.23% | -10.47% | -0.24% | 0.90 | 6.25% | 0.87 | 53.06 % | |||
Nifty Midcap 100 | 5.14% | -9.3% | -4.16% | 0.71 | 7.79% | 0.74 | 53.06 % | |||
Nifty Smallcap 100 | 10.83% | -11.25% | -0.42% | 0.39 | 12.80% | 0.79 | 53.06 % |
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 Aug 2025. 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.