Alfaccurate Advisors’ FOCUS PMS plan is a portfolio of 30 companies which are market leaders with strong corporate governance and high growth potential with investment horizon of 3-5 years.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -0.37% | 0.78 | 9.41% | 67.05% |
Key Attributes
Mr Rajesh Kothari
Investment Strategy
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% | -3.0% | -4.9% | 16.2% | 31.7% | 16.9% | 12.5% | - | 14.1% |
| BSE 500 | -0.6% | -0.4% | -1.4% | 21.0% | 37.6% | 16.9% | 14.0% | - | 12.4% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| AlfAccurate Advisors AAA Focus Plan | Multi Cap | Rajesh Kothari | 17 November 2014 | 7Y 6M | - | BSE 500 | 14.1% | - | 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 | 6.26% | -4.56% | 67.05% | 1.70% | 0.74 | 9.41% | 1.80 | 3.60% | 0.43 | 56.82 % |
| Nifty 500 | 3.61% | -3.98% | -0.37% | 0.78 | 2.96% | 0.41 | 55.68 % | |||
| Nifty Midcap 100 | -3.94% | -0.8% | -4.74% | 0.46 | 1.88% | 0.19 | 48.86 % | |||
| Nifty Smallcap 100 | -8.92% | 0.87% | -8.05% | 0.22 | 4.55% | 0.31 | 48.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Bajaj Finance Ltd | 9.29 |
| Infosys Ltd | 8.44 |
| ICICI Bank Ltd | 7.27 |
| HDFC Bank Ltd | 6.30 |
| Asian Paints Ltd | 4.35 |
| Top 5 Equity Holdings | 35.65 |
Sector Allocation
| Holding | % |
|---|---|
| Banking | 33.80 |
| Consumer | 17.00 |
| Engineering | 14.70 |
| Software | 13.00 |
| Chemicals | 5.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 66.5 |
| Mid Cap | 18.5 |
| Small Cap | 3.2 |
| Cash | 11.9 |
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
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