The strategy aims at generating long term returns by investing in equities across market capitalizations, with a Mid cap bias and concentrated portfolio of between 5 – 10 stocks.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
17.50% | 0.96 | 12.37% | 67.5% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.7% | -0.4% | -2.4% | 28.7% | 41.2% | 14.4% | 13.0% | 19.3% | 20.7% |
BSE 500 | -0.6% | -0.7% | -1.8% | 19.6% | 36.1% | 15.5% | 12.6% | 13.4% | 14.8% |
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 Select Stock | Multi Cap | Hiren Ved | 19 December 2008 | 13Y 4M | 3383 | BSE 500 | 20.7% | 8-12 | 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% | 13.32% | 67.5% | 19.58% | 0.87 | 12.37% | 2.81 | 6.68% | 0.52 | 59.38 % |
Nifty 500 | 3.61% | 13.89% | 17.50% | 0.96 | 5.87% | 0.49 | 59.38 % | |||
Nifty Midcap 100 | -3.94% | 17.08% | 13.14% | 0.80 | 4.10% | 0.30 | 55.00 % | |||
Nifty Smallcap 100 | -8.92% | 18.75% | 9.83% | 0.44 | 6.26% | 0.38 | 55.63 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
TATA ELXSI LTD | 11.08 |
BAJAJ FINANCE LTD | 7.37 |
DIVI'S LABORATORIES LTD | 6.15 |
UNITED SPIRITS LTD | 3.92 |
L&T TECHNOLOGY SERVICES LTD | 3.86 |
DIXON TECHNOLOGIES (INDIA) LTD | 3.75 |
ICICI BANK LTD | 3.74 |
DEEPAK NITRITE LTD | 3.31 |
RELIANCE INDUSTRIES LTD | 3.23 |
TATA CONSUMER PRODUCTS LTD | 3.21 |
Top 10 Equity Holdings | 49.62 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 45.0 |
Mid Cap | 37.0 |
Small Cap | 12.0 |
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.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
