The investment objective of the portfolio is to generate long-term capital appreciation and reasonable income in the form of dividends by investing in equity and equity related securities. Invest in High Quality businesses in Sectors with consistent Growth and ROE by identifying and participating in growth of these businesses over medium to long term as also practice Value Investing while making investment decisions.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
17.19% | 0.78 | 16.74% | 63.4% |
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 Select Sector Portfolio | 4.69% | 13.63% | 22.17% | 20.69% | 11.66% | 33.89% | 14.12% | 24.64% | 15.95% |
BSE 500 TRI | -0.61% | 7.73% | 17.34% | 11.34% | 9.15% | 23.33% | 12.56% | 16.44% | 12.31% |
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 Select Sector Portfolio | Multi Cap | Vishal Gajwani and Natasha Lulla | 01 August 2009 | 14Y 1M | 260 | BSE 500 TRI | 15.95% | 35 | 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 | 3.17% | 20.62% | 63.4% | 23.79% | 0.51 | 16.74% | 2.21 | 4.95% | 0.41 | 51.63 % |
Nifty 500 | 1.79% | 19.33% | 21.12% | 0.97 | 4.53% | 0.45 | 47.71 % | |||
Nifty Midcap 100 | -8.95% | 26.14% | 17.19% | 0.78 | 2.42% | 0.26 | 51.63 % | |||
Nifty Smallcap 100 | -4.20% | 25.13% | 20.93% | 0.52 | 5.73% | 0.49 | 49.02 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
APL Apollo Tubes Ltd | 3.85 |
JK Lakshmi Cement Ltd | 3.49 |
PI Industries Ltd | 3.32 |
Mayur Uniquoters Ltd | 3.22 |
Navin Fluorine International L | 2.68 |
JK Cement Ltd | 2.55 |
Garware Hi-Tech Films Ltd | 2.53 |
JK Paper Ltd | 2.28 |
Bata India Ltd | 3.68 |
Easy Trip Planners Ltd | 3.25 |
Page Industries Ltd | 3.23 |
Johnson Controls-Hitachi Air C | 2.56 |
Lumax Industries Ltd | 2.46 |
Jamna Auto Industries Ltd | 2.27 |
Jubilant Foodworks Ltd | 1.88 |
Varroc Engineering Ltd | 1.49 |
ICICI Bank Ltd | 4.40 |
IIFL Wealth Management Ltd | 3.40 |
Federal Bank Ltd | 2.98 |
SBI Cards & Payment Services L | 2.79 |
RBL Bank Ltd | 2.42 |
Shriram Transport Finance Co L | 2.27 |
Spandana Sphoorty Financial Lt | 1.48 |
Gateway Distriparks Ltd | 3.32 |
ION Exchange India Ltd | 2.97 |
PNC Infratech Ltd | 2.51 |
Triveni Turbine Ltd | 2.24 |
Persistent Systems Ltd | 4.71 |
Honeywell Automation India Ltd | 2.05 |
Happiest Minds Technologies Lt | 1.79 |
Apollo Hospitals Enterprise Lt | 3.53 |
Caplin Point Laboratories Ltd | 2.46 |
Ajanta Pharma Ltd | 2.43 |
Emami Ltd | 2.50 |
Bajaj Consumer Care Ltd | 1.13 |
Oberoi Realty Ltd | 2.56 |
Cash | 1.32 |
Top 35 Equity Holdings | 96.12 |
Sector Allocation
Holding | % |
---|---|
Real Estate | 2.14 |
Cash | 2.49 |
Consumer Staples | 3.76 |
Health Care | 7.99 |
Information Technology | 10.36 |
Industrials | 10.87 |
Financials | 16.48 |
Consumer Discretionary | 19.60 |
Materials | 26.31 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 39.3 |
Mid Cap | 44.3 |
Small Cap | 12.3 |
Cash | 4.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 August 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.