The objective of this strategy is to invest in listed companies with a combination of high growth stocks as well as value stocks. The primary focus is on capital protection with an aim to deliver attractive long term returns using disciplined, fundamental, research-driven approach.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -1.00% | 0.82 | 10.23% | 66.45% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.8% | 10.5% | 8.3% | 6.6% | 29.5% | 23.7% | 12.0% | 20.3% | 18.8% |
| BSE 500 | 4.8% | 9.2% | 8.5% | 7.0% | 29.8% | 21.3% | 13.6% | 15.4% | 12.3% |
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 IOP | Multi Cap | Rajesh Kothari | 23 November 2009 | 12Y 9M | 1288.8 | BSE 500 | 18.8% | 53 | 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 | -1.17% | -0.84% | 66.45% | -2.01% | 0.79 | 10.23% | -0.52 | 7.97% | 0.82 | 59.87 % |
| Nifty 500 | -1.70% | 0.7% | -1.00% | 0.82 | 7.71% | 0.95 | 58.55 % | |||
| Nifty Midcap 100 | -5.27% | 5.56% | 0.29% | 0.56 | 6.52% | 0.72 | 55.92 % | |||
| Nifty Smallcap 100 | 0.11% | 11.49% | 11.60% | 0.34 | 9.63% | 0.71 | 55.92 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI Bank Ltd | 6.17 |
| Infosys Ltd | 4.63 |
| ABB India Ltd | 3.50 |
| Bajaj Finance Ltd | 3.29 |
| Cholamandalam Investment And Finance Company Ltd | 2.99 |
| Top 5 Equity Holdings | 20.58 |
Sector Allocation
| Holding | % |
|---|---|
| Software | 9.82 |
| Engineering | 9.89 |
| Chemicals | 11.32 |
| Consumer | 17.16 |
| Banking & Finance | 26.97 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 54.7 |
| Mid Cap | 21.0 |
| Small Cap | 20.5 |
| Cash | 3.9 |
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 31 Aug 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 Jun 22.
