Long Term Capital appreciation by investing Large and Mid Cap companies that have leadership position exhibited by strong moat , quality management and reasonable valuation.
| 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 Lead PMS | Multi Cap | Raj Gala | 01 November 2018 | 4Y 10M | BSE 200 | 11 |
| 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 | 3.17% | -14.47% | 55.77% | -11.30% | 0.96 | 14.66% | -1.06 | -5.96% | -0.74 | 42.31 % |
| Nifty 500 | 1.79% | -11.43% | -9.64% | 0.96 | -5.78% | -0.74 | 38.46 % | |||
| Nifty Midcap 100 | -8.95% | -4.11% | -13.06% | 0.84 | -7.28% | -0.60 | 30.77 % | |||
| Nifty Smallcap 100 | -4.20% | 6.11% | 1.91% | 0.71 | -2.43% | -0.14 | 48.08 % | |||
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Disclaimer
#Returns as of 31 August 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.
