Long term wealth creation for clients by generating risk adjusted returns through investments in listed Indian equities.
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Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
33.63% | 0.95 | 19.97% | 60.98% |
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 | 5.70% | 6.43% | 8.69% | 61.08% | 60.97% | 39.95% | 32.62% | 29.18% | 33.59% |
Nifty 50 TRI | 6.77% | 8.13% | 11.29% | 26.66% | 24.75% | 16.53% | 16.67% | 13.56% | 14.26% |
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 | 11Y 5M | 3312.7 | Nifty 50 TRI | 33.59% | 19 | 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 | 16.64% | 3.78% | 60.98% | 20.42% | 1.02 | 19.97% | 0.81 | 18.73% | 0.86 | 56.10 % |
Nifty 500 | 7.27% | 14.81% | 22.08% | 1.09 | 18.14% | 0.92 | 53.66 % | |||
Nifty Midcap 100 | -12.83% | 31.5% | 18.67% | 1.03 | 16.28% | 0.97 | 58.54 % | |||
Nifty Smallcap 100 | -22.19% | 55.82% | 33.63% | 0.95 | 20.38% | 1.31 | 60.98 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Jindal Saw Limited | 8.10 |
Apar Industries Limited | 7.43 |
Sanghvi Movers Limited | 7.20 |
Technocraft Industries India Limited | 6.84 |
Power Mech Projects Limited | 6.83 |
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 | 0.00 |
Mid Cap | 2.48 |
Small Cap | 49.20 |
Cash | 48.32 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 23.