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% |
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 | -2.7% | -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.
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