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) |
---|---|---|---|
39.36% | 1.17 | 25.83% | 59.82% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -9.5% | 4.6% | 7.4% | 27.7% | 71.6% | 15.6% | 13.5% | - | 29.6% |
NIFTY 50 & BSE SMALL CAP | -7.8% | -1.1% | -5.6% | 11.8% | 55.6% | 21.1% | 11.8% | - | 15.2% |
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 | Mid & Small Cap | Mr. Siddhartha Bhaiya | 01 February 2013 | 9Y 5M | 1224.35 | NIFTY 50 & BSE SMALL CAP | 29.6% | 38 | 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 | 16.80% | 25.04% | 59.82% | 41.84% | 0.55 | 25.83% | 2.23 | 19.18% | 0.86 | 54.46 % |
Nifty 500 | 14.06% | 26.68% | 40.74% | 1.56 | 18.32% | 0.91 | 52.68 % | |||
Nifty Midcap 100 | 6.24% | 32.25% | 38.49% | 1.32 | 16.68% | 0.96 | 58.04 % | |||
Nifty Smallcap 100 | 1.47% | 37.89% | 39.36% | 1.17 | 19.29% | 1.22 | 58.93 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
GUJARAT AMBUJA EXPORTS LTD. | 9.92 |
Maithan Alloys Limited | 7.75 |
TECHNOCRAFT INDUSTRIES INDIA LTD | 7.39 |
POLYPLEX CORPORATION LTD | 6.25 |
JSL STAINLESS LIMITED | 5.88 |
Top 5 Equity Holdings | 37.19 |
Sector Allocation
Holding | % |
---|---|
Construction | 11.49 |
Chemicals | 17.09 |
Engineering | 18.39 |
FMCG | 19.74 |
Metals | 26.90 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.0 |
Mid Cap | 1.5 |
Small Cap | 98.8 |
Cash | -0.3 |
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.