Focus on Return Optimisation by investing in multi cap portfolio of rising enterprises with sound corporate track record and sustainable business model keeping balance between value and growth strategy.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 |
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Anand Rathi Advisors Ltd Impress Portfolio | Multi Cap | Mr. Mayur Shah | 31 May 2017 | 7Y 4M | BSE 500 TRI | 6 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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% | -9.97% | 63.64% | 5.65% | 0.98 | 16.22% | -0.06 | -0.77% | -0.03 | 50.00 % |
Nifty 500 | 7.48% | -3.32% | 4.16% | 0.96 | -0.41% | -0.01 | 51.52 % | |||
Nifty Midcap 100 | -8.46% | 10.2% | 1.74% | 0.74 | 0.87% | 0.03 | 53.03 % | |||
Nifty Smallcap 100 | -15.98% | 33.31% | 17.33% | 0.64 | 6.92% | 0.20 | 50.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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#Returns as of 30 Sep 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.