The objective is long term wealth creation with lower volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -6.80% | 1.08 | 19.19% | 65.31% |
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 Sun Life AMC Innovation Portfolio | 3.04% | 5.45% | 3.95% | -3.32% | -0.23% | 11.47% | 12.74% | - | 15.83% |
| S&P BSE 500 TRI | 2.19% | 3.78% | 1.99% | 2.98% | 1.77% | 11.89% | 12.35% | - | 12.94% |
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 Sun Life AMC Innovation Portfolio | Multi Cap & Flexi Cap | Mr Salvin Shah | 24 April 2018 | 8Y 4M | 114.05 | S&P BSE 500 TRI | 15.83% | 27 | 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 | 6.94% | -9.51% | 65.31% | -2.57% | 1.16 | 19.19% | -0.58 | 5.25% | 0.67 | 54.08 % |
| Nifty 500 | 3.35% | -10.15% | -6.80% | 1.08 | 4.10% | 0.64 | 53.06 % | |||
| Nifty Midcap 100 | -4.07% | -10.86% | -14.93% | 0.93 | 0.70% | 0.08 | 46.94 % | |||
| Nifty Smallcap 100 | 2.35% | -11.21% | -8.86% | 0.74 | 5.44% | 0.39 | 50.00 % | |||
| BSE 500 | 3.81% | -10.13% | -6.32% | 1.09 | 4.28% | 0.67 | 53.06 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 55.29 |
| Mid Cap | 18.58 |
| Small Cap | 25.34 |
| Cash | 0.79 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st July 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
