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) |
|---|---|---|---|
| 3.55% | 0.91 | 14.07% | 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 | -3.70% | 0.70% | 14.30% | 0.80% | 17.10% | 19.10% | 8.40% | 18.10% | 18.10% |
| BSE 500 | -3.20% | 4.30% | 16.10% | 4.80% | 17.40% | 17.80% | 11.80% | 14.00% | 12.00% |
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 | 13Y 2M | 1343.28 | BSE 500 | 18.10% | 52 | 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 | 1.84% | 3.2% | 66.45% | 5.04% | 0.97 | 14.07% | -0.11 | 8.28% | 0.86 | 60.65 % |
| Nifty 500 | -0.19% | 3.74% | 3.55% | 0.91 | 7.83% | 0.98 | 59.35 % | |||
| Nifty Midcap 100 | -5.79% | 6.92% | 1.13% | 0.69 | 6.26% | 0.70 | 55.48 % | |||
| Nifty Smallcap 100 | 2.89% | 13.83% | 16.72% | 0.56 | 9.78% | 0.72 | 56.13 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI Bank Ltd | 5.55 |
| Infosys Ltd | 4.78 |
| HDFC Bank Ltd | 3.29 |
| State Bank of India | 3.23 |
| Reliance Industries Ltd | 3.12 |
| Top 5 Equity Holdings | 19.97 |
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 | 57.70 |
| Mid Cap | 22.80 |
| Small Cap | 16.70 |
| Cash | 2.80 |
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 Dec 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 Sep 22.
