To achieve steady, low volatility returns by investing across sectors and asset classes. The strategy is based on Tactical & Dynamic Asset Allocation. This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income, oil and gold. This ensures a high return profile, but with significantly low volatility.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -2.06% | 0.63 | 10.05% | 60.61% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.40% | 2.10% | 9.90% | -3.20% | 14.40% | 15.80% | |||
| NSE 500 | -1.40% | 3.20% | 10.00% | 2.40% | 9.00% | 12.00% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| First Global Indian Multi-Asset Allocation PMS | Multi Cap | Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team | 11 February 2020 | 2Y 11M | - | NSE 500 | 15.80% | 68 | 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% | -2.41% | 60.61% | -0.57% | 0.64 | 10.05% | -0.72 | 1.97% | 0.11 | 45.45 % |
| Nifty 500 | -0.19% | -1.87% | -2.06% | 0.63 | -0.27% | -0.02 | 42.42 % | |||
| Nifty Midcap 100 | -5.79% | 1.31% | -4.48% | 0.49 | -5.90% | -0.27 | 33.33 % | |||
| Nifty Smallcap 100 | 2.89% | 8.22% | 11.11% | 0.45 | 0.06% | 0.00 | 42.42 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| NIPPON INDIA ETF BANK BEES | 8.53 |
| State Bank of India | 3.70 |
| ICICI Bank Ltd | 3.31 |
| Infosys Ltd | 2.47 |
| Timken India Ltd | 18.01 |
| Top 5 Equity Holdings | 36.02 |
Sector Allocation
| Holding | % |
|---|---|
| Gold | 2.00 |
| Gilt | 5.00 |
| Health Care | 9.00 |
| Information Technology | 17.00 |
| Materials | 23.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.50 |
| Mid Cap | 22.30 |
| Small Cap | 13.90 |
| Cash | 25.30 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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 22.
