Generate Performance by investing in growth but not at a cost of valuations. Also willing to buy businesses, that have slower growth, but at right price. Focuses on the research process and methodology in selecting stocks.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
18.19% | 1.15 | 16.44% | 69.44% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.60% | 0.80% | 13.50% | -3.70% | 15.40% | 13.30% | - | - | 11.90% |
Nifty 500 | -3.10% | 4.20% | 15.40% | 3.00% | 15.80% | 16.10% | - | - | 14.60% |
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 |
---|---|---|---|---|---|---|---|---|---|
CapGrow Capital Growth | Multi Cap | Mr. Arun Malhotra | 01 November 2018 | 4Y 2M | 108.63 | Nifty 500 | 11.90% | 25-30 | 5 |
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 | 1.84% | 20.84% | 69.44% | 22.68% | 0.99 | 16.44% | 4.60 | -0.34% | -0.02 | 50.00 % |
Nifty 500 | -0.19% | 18.38% | 18.19% | 1.15 | -0.91% | -0.07 | 58.33 % | |||
Nifty Midcap 100 | -5.79% | 6.21% | 0.42% | 0.97 | -2.05% | -0.16 | 50.00 % | |||
Nifty Smallcap 100 | 2.89% | -10.58% | -7.69% | 0.72 | -2.72% | -0.18 | 44.44 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
HOUSING DEVELOPMENT FINANCE CORPORATION LTD | 8.44 |
EPL Limited | 6.95 |
ICICI BANK LIMITED | 6.58 |
J.B. CHEMICALS AND PHARMACEUTICALS LTD. | 5.66 |
ZEE ENTERTAINMENT ENTERPRISES LTD | 5.43 |
Top 5 Equity Holdings | 33.06 |
Sector Allocation
Holding | % |
---|---|
Information Technology | 5.36 |
Telecom | 9.46 |
Pharma | 9.59 |
Consumer | 22.60 |
BFSI | 27.59 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 61.60 |
Mid Cap | 14.00 |
Small Cap | 22.50 |
Cash | 1.90 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. 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 21.