The objective is long term wealth creation with lower volatility.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-1.13% | 0.79 | 10.63% | 71.43% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -3.3% | -1.6% | -5.9% | 8.5% | 31.1% | 18.8% | 16.5% | ||
Nifty 500 | -4.5% | -1.3% | -3.6% | 6.8% | 34.4% | 12.9% | 10.5% |
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 | 2Y 5M | 63 | Nifty 500 | 16.5% | 21 | 10 |
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 | 5.22% | -5.26% | 71.43% | -0.04% | 0.72 | 10.63% | 1.47 | 5.03% | 0.58 | 48.98 % |
Nifty 500 | 2.75% | -3.88% | -1.13% | 0.79 | 6.04% | 0.80 | 51.02 % | |||
Nifty Midcap 100 | -4.40% | 1.01% | -3.39% | 0.64 | 7.96% | 0.73 | 53.06 % | |||
Nifty Smallcap 100 | -8.59% | 6.07% | -2.52% | 0.36 | 12.34% | 0.75 | 51.02 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
ICICI Bank Ltd | 9.46 |
HDFC Bank Ltd | 7.18 |
Bajaj Finance Ltd | 5.63 |
HDFC Life Insurance Co Ltd | 3.75 |
Trent Ltd | 5.90 |
Maruti Suzuki India Ltd | 3.74 |
WABCO India Ltd | 3.35 |
Whirlpool of India Ltd | 2.62 |
Persistent Systems Ltd | 7.62 |
Honeywell Automation India Ltd | 4.16 |
Bharti Airtel Ltd | 5.67 |
Affle India Ltd | 2.71 |
Matrimony.com Ltd | 2.53 |
PI Industries Ltd | 4.97 |
Bayer CropScience Ltd/India | 3.23 |
Huhtamaki India Ltd | 1.77 |
Larsen & Toubro Ltd | 5.29 |
ION Exchange India Ltd | 4.00 |
Reliance Industries Ltd | 5.35 |
Biocon Ltd | 2.70 |
Hindustan Unilever Ltd | 2.52 |
Cash & Cash Equivalent | 5.85 |
Top 21 Equity Holdings | 94.15 |
Sector Allocation
Holding | % |
---|---|
Cash | 2.20 |
Health Care | 2.70 |
Consumer Staples | 3.00 |
Energy | 5.10 |
Communication Services | 8.10 |
Information Technology | 10.10 |
Materials | 12.10 |
Industrials | 13.90 |
Consumer Discretionary | 15.30 |
Financials | 27.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 51.9 |
Mid Cap | 31.2 |
Small Cap | 13.3 |
Cash | 3.6 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. 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.