Long term wealth creation for clients by generating risk adjusted returns through investments in listed Indian equities.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
32.44% | 0.92 | 21.87% | 60% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Aequitas Investment India Opportunities Product | 2.2% | 3.7% | 6.9% | 24.7% | 39.4% | 38.7% | 6.7% | 30.8% | 29.4% |
NIFTY 50 & BSE SMALL CAP | -3.1% | -7.4% | -4.6% | 2.6% | 16.5% | 25.9% | 8.6% | 16.0% | 14.4% |
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 |
---|---|---|---|---|---|---|---|---|---|
Aequitas Investment India Opportunities Product | Small Cap | Mr. Siddhartha Bhaiya | 01 February 2013 | 10Y 1M | - | NIFTY 50 & BSE SMALL CAP | 29.4% | 32 | 5 |
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 | 5.02% | 9.3% | 60% | 14.32% | 1.16 | 21.87% | 0.69 | 17.95% | 0.82 | 55.00 % |
Nifty 500 | 5.31% | 10.32% | 15.63% | 1.24 | 17.14% | 0.86 | 52.50 % | |||
Nifty Midcap 100 | 2.02% | 13.12% | 15.14% | 1.09 | 15.35% | 0.90 | 57.50 % | |||
Nifty Smallcap 100 | 14.57% | 17.87% | 32.44% | 0.92 | 19.24% | 1.24 | 60.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Apar Industries Ltd. | 8.70 |
Gujarat Ambuja Exports Ltd. | 8.24 |
Power Mech Projects Limited | 6.85 |
Technocraft Industries India Ltd. | 6.26 |
Jindal Stainless Limited | 5.94 |
Top 5 Equity Holdings | 35.99 |
Sector Allocation
Holding | % |
---|---|
Metals | 27.96 |
Engineering | 15.97 |
Consumer Goods | 13.68 |
Chemicals | 9.19 |
Diversified | 8.70 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.0 |
Mid Cap | 8.9 |
Small Cap | 84.4 |
Cash | 6.7 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 28 Feb 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 Dec 22.