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) |
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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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Emkay Investment Managers 12 | Large Cap | Mr. Raj Gala | 01 August 2019 | 5Y 1M | Nifty | 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 | 5.90% | -5.66% | 59.09% | 0.24% | 0.89 | 13.84% | -0.29 | -5.11% | -0.78 | 47.73 % |
Nifty 500 | -0.59% | 2.49% | 1.90% | 0.88 | -6.04% | -0.87 | 47.73 % | |||
Nifty Midcap 100 | -13.55% | 12.03% | -1.52% | 0.78 | -11.54% | -0.96 | 43.18 % | |||
Nifty Smallcap 100 | -18.08% | 31.53% | 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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#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 Mar 23.