Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-31.06% | 0.25 | 10.10% | 60.81% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Emerging Giants | -3.82% | -3.41% | -2.37% | 18.40% | 15.40% | 16.84% | 22.79% | - | 15.81% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | 19.00% | 15.02% |
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 |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Emerging Giants | Small Cap | Trilok Agarwal & Bhargav Buddhade | 01 December 2017 | 6Y 3M | 394.37 | BSE 500 TRI | 15.81% | 17 | 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 | 25.36% | -20.83% | 60.81% | 4.53% | 0.20 | 10.10% | 2.07 | 3.79% | 0.26 | 52.70 % |
Nifty 500 | 19.95% | -21.16% | -1.21% | 0.23 | 3.82% | 0.30 | 50.00 % | |||
Nifty Midcap 100 | -0.11% | -21.9% | -22.01% | 0.29 | 2.14% | 0.20 | 51.35 % | |||
Nifty Smallcap 100 | -8.94% | -22.12% | -31.06% | 0.25 | 7.47% | 0.55 | 56.76 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
GMM PFAUDLER LTD | 7.00 |
LA OPALA | 6.00 |
MAS FINANCIAL SERVICES LTD | 6.00 |
SUNDARAM FASTENERS LTD | 6.00 |
HAWKINS COOKER LTD | 6.00 |
HOME FIRST FINANCE | 6.00 |
CCL PRODUCTS INDIA LTD | 6.00 |
Suprajit Engineering Ltd | 6.00 |
ORIENT ELECTRIC LTD | 6.00 |
AMRUTANJAN HEALTH CARE LTD | 6.00 |
Mastek Ltd | 6.00 |
GARWARE TECHNICAL FIBRES LTD | 6.00 |
SAFARI INDUSTRIES (INDIA) LTD | 5.00 |
CERA SANITARYWARE LTD | 5.00 |
GREENLAM INDUSTRIES LTD | 5.00 |
NEOGEN CHEMICALS | 5.00 |
EPL LTD | 4.00 |
DCB BANK LTD | 3.00 |
Top 18 Equity Holdings | 100.00 |
Sector Allocation
Holding | % |
---|---|
Industrials | 7.00 |
Chemicals | 12.00 |
Building Materials | 13.00 |
Financial Services | 21.00 |
Consumer Discretionary | 32.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0 |
Mid Cap | 6 |
Small Cap | 89 |
Cash | 5 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.