The objective is long term wealth creation with lower volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -0.24% | 0.90 | 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 |
|---|---|---|---|---|---|---|---|---|---|
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 7M | Nifty 500 | 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 | -1.17% | 3.61% | 71.43% | 2.44% | 0.77 | 10.63% | 1.47 | 5.62% | 0.67 | 51.02 % |
| Nifty 500 | -1.70% | 1.46% | -0.24% | 0.90 | 6.25% | 0.87 | 53.06 % | |||
| Nifty Midcap 100 | -5.27% | 1.11% | -4.16% | 0.71 | 7.79% | 0.74 | 53.06 % | |||
| Nifty Smallcap 100 | 0.11% | -0.53% | -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
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Aug 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.
