Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -0.62% | 0.96 | 16.78% | 58.76% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd MNC PMS | -10.99% | -11.30% | -15.50% | -6.64% | -2.78% | 6.40% | 7.48% | - | 9.29% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.75% | - | 12.18% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd MNC PMS | Thematic | Mr. Mayur Shah | 28 March 2018 | 8Y 0M | - | S&P BSE 500 TRI | 9.29% | 20 | 10 |
| 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 | -1.06% | 1.69% | 58.76% | 0.63% | 0.94 | 16.78% | -0.48 | -0.53% | -0.05 | 48.45 % |
| Nifty 500 | -1.97% | 1.35% | -0.62% | 0.96 | -1.11% | -0.11 | 48.45 % | |||
| Nifty Midcap 100 | -9.05% | 0.77% | -8.28% | 0.91 | -4.16% | -0.32 | 47.42 % | |||
| Nifty Smallcap 100 | 0.48% | 0.64% | 1.12% | 0.80 | 1.17% | 0.07 | 42.27 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 15.80 |
| Consumables | 14.20 |
| Financials | 11.70 |
| Electric Equipment | 10.40 |
| Automobile & Ancillaries | 8.90 |
| Finance | 5.80 |
| Infrastructure | 5.80 |
| Healthcare | 6.10 |
| IT | 4.50 |
| Materials | 4.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 34.00 |
| Mid Cap | 31.90 |
| Small Cap | 31.10 |
| Cash | 3.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 2026. 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 26.
