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) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 | 6Y 5M | Nift MNC | 6 |
| 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 | 15.62% | -8.29% | 62.5% | 7.33% | 0.75 | 12.49% | 0.06 | 1.75% | 0.07 | 48.21 % |
| Nifty 500 | 7.48% | -1.64% | 5.84% | 0.72 | 2.17% | 0.08 | 53.57 % | |||
| Nifty Midcap 100 | -8.46% | 11.88% | 3.42% | 0.56 | 2.80% | 0.09 | 53.57 % | |||
| Nifty Smallcap 100 | -15.98% | 34.99% | 19.01% | 0.46 | 10.62% | 0.31 | 48.21 % | |||
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Disclaimer
#Returns as of 31 Aug 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 Sep 22.
