To generate long term risk-adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 11.71% | 0.67 | 15.60% | 70.97% |
Key Attributes
Mr. Hiren Ved
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.5% | -2.2% | 0.7% | 17.0% | 48.6% | - | - | - | 22.8% |
| BSE 200 | -0.7% | -0.4% | -2.0% | 18.8% | 34.5% | - | - | - | 20.9% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Ascent | Multi Cap | Mr. Hiren Ved | 03 September 2019 | 2Y 8M | 467 | BSE 200 | 22.8% | 25-30 | NA |
| 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 | 6.26% | 7.52% | 70.97% | 13.78% | 0.33 | 15.60% | 1.86 | 6.25% | 0.37 | 48.39 % |
| Nifty 500 | 3.61% | 8.1% | 11.71% | 0.67 | 4.11% | 0.27 | 51.61 % | |||
| Nifty Midcap 100 | -3.94% | 11.29% | 7.35% | 0.60 | -3.06% | -0.21 | 48.39 % | |||
| Nifty Smallcap 100 | -8.92% | 12.95% | 4.03% | 0.58 | -3.40% | -0.21 | 38.71 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| DEEPAK NITRITE LTD | 9.89 |
| K P R MILL LTD | 6.64 |
| ALKYL AMINES CHEMICALS LTD | 5.34 |
| GUJARAT GAS LTD | 4.48 |
| LARSEN & TOUBRO INFOTECH LTD | 3.96 |
| GUJARAT STATE PETRONET LTD | 3.50 |
| CENTRAL DEPOSITORY SERVICES (INDIA) LTD | 3.24 |
| TATA ELXSI LTD | 2.83 |
| NATIONAL ALUMINIUM COMPANY LTD | 2.71 |
| GLAND PHARMA LTD | 2.60 |
| Top 10 Equity Holdings | 45.20 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 21.0 |
| Mid Cap | 17.0 |
| Small Cap | 56.0 |
| Cash | 6.0 |
Disclaimer
#Returns as of 30 Apr 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 Mar 22.
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