The portfolio seeks to achieve long term capital appreciation by predominantly investing in large cap high- growth & value companies with a leadership trait in the sector along with strong moat, quality management and reasonable valuations.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Emkay Investment Managers 12 | Large Cap | Mr. Raj Gala | 01 August 2019 | 4Y 11M | Nifty | 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 | 5.69% | -5.45% | 59.09% | 0.24% | 0.89 | 13.84% | -0.29 | -5.11% | -0.78 | 47.73 % |
| Nifty 500 | -0.41% | 2.31% | 1.90% | 0.88 | -6.04% | -0.87 | 47.73 % | |||
| Nifty Midcap 100 | -14.38% | 12.86% | -1.52% | 0.78 | -11.54% | -0.96 | 43.18 % | |||
| Nifty Smallcap 100 | -17.81% | 31.26% | 13.45% | 0.66 | -6.62% | -0.38 | 40.91 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 June 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 Mar 23.
