Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-58.24% | 0.59 | 13.19% | 59.74% |
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 | -7.50% | -10.80% | -10.30% | 11.50% | 9.20% | 13.10% | 18.90% | 14.20% | |
BSE 500 TRI | 0.90% | 4.50% | 17.40% | 40.20% | 17.80% | 19.30% | 17.40% | 15.00% |
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 |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Emerging Giants | Small Cap | Trilok Agarwal & Bhargav Buddhade | 01 December 2017 | 6Y 4M | 349.03 | BSE 500 TRI | 14.20% | 18 | 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 | 16.64% | -33.72% | 59.74% | -17.08% | 0.22 | 13.19% | 0.59 | 1.06% | 0.07 | 51.95 % |
Nifty 500 | 7.27% | -34.88% | -27.61% | 0.43 | 0.82% | 0.06 | 48.05 % | |||
Nifty Midcap 100 | -12.83% | -35.7% | -48.53% | 0.62 | -0.77% | -0.07 | 49.35 % | |||
Nifty Smallcap 100 | -22.19% | -36.05% | -58.24% | 0.59 | 4.91% | 0.36 | 53.25 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Venus Pipes & Tubes Ltd | 7.00 |
HOME FIRST FINANCE | 6.00 |
CCL PRODUCTS INDIA LTD | 6.00 |
Mastek Ltd | 6.00 |
GARWARE TECHNICAL FIBRES LTD | 6.00 |
Rajratan Global Wire Ltd | 6.00 |
ORIENT ELECTRIC LTD | 6.00 |
SUNDARAM FASTENERS LTD | 5.00 |
MAS FINANCIAL SERVICES LTD | 5.00 |
SAFARI INDUSTRIES (INDIA) LTD | 5.00 |
CERA SANITARYWARE LTD | 5.00 |
NEOGEN CHEMICALS | 5.00 |
EPL LTD | 5.00 |
Mold-Tek Packaging Ltd | 5.00 |
Rossari Biotech Ltd | 5.00 |
V-Mart Retail Ltd | 5.00 |
GMM PFAUDLER LTD | 4.00 |
Suprajit Engineering Ltd | 4.00 |
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 | 5 |
Small Cap | 91 |
Cash | 4 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 31 Mar 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 Mar 24.