Long Term Wealth Creation through investment in quality stocks to capitalize on asymmetric risk reward. Their investment decisions will find principal basis in Balance sheet strength, Promoter history, Capital efficiency, Business Scalability/Growth runway and Transformation potential.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 18.05% | 0.76 | 16.51% | 66.67% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Avestha Fund Management Growth | 7.4% | 9.4% | 6.6% | 15.7% | 27.6% | 34.8% | 16.9% | - | 15.6% |
| BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.5% | 11.4% | - | 11.1% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Avestha Fund Management Growth | Multi Cap | Mr. Farokh Pandole | 01 November 2017 | 5Y 6M | 508 | BSE 500 TRI | 15.6% | 14 | 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 | -1.12% | 20.92% | 66.67% | 19.80% | 0.67 | 16.51% | 0.94 | 4.25% | 0.36 | 48.48 % |
| Nifty 500 | -1.11% | 22.57% | 21.46% | 0.78 | 5.36% | 0.53 | 51.52 % | |||
| Nifty Midcap 100 | -7.24% | 25.29% | 18.05% | 0.76 | 6.08% | 0.54 | 60.61 % | |||
| Nifty Smallcap 100 | 1.56% | 31.45% | 33.01% | 0.63 | 13.36% | 0.88 | 54.55 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 40.0 |
| Mid Cap | 42.0 |
| Small Cap | 16.0 |
| Cash | 2.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Apr 2023. 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 23.
