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) |
---|---|---|---|
19.01% | 0.46 | 12.49% | 62.5% |
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 Portfolio | 6.29% | 14.38% | 5.40% | -1.81% | 15.57% | 16.40% | 17.96% | - | 13.17% |
Nift MNC | 2.92% | 10.27% | 4.00% | -4.69% | 15.11% | 18.00% | 16.95% | - | 10.70% |
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 Portfolio | Multi Cap | Mr. Mayur Shah | 31 March 2018 | 7Y 4M | - | Nift MNC | 13.17% | 20 | NA |
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 | 10.03% | -2.7% | 62.5% | 7.33% | 0.75 | 12.49% | 0.06 | 1.75% | 0.07 | 48.21 % |
Nifty 500 | 10.65% | -4.81% | 5.84% | 0.72 | 2.17% | 0.08 | 53.57 % | |||
Nifty Midcap 100 | 5.55% | -2.13% | 3.42% | 0.56 | 2.80% | 0.09 | 53.57 % | |||
Nifty Smallcap 100 | 11.34% | 7.67% | 19.01% | 0.46 | 10.62% | 0.31 | 48.21 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 23.53 |
Mid Cap | 26.64 |
Small Cap | 44.03 |
Cash | 5.80 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 June 2025. 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.