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) |
|---|---|---|---|
| -1.33% | 0.69 | 9.83% | 60% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.7% | 5.6% | 1.4% | -0.1% | 17.4% | - | - | - | 17.5% |
| NSE 500 | 3.0% | 6.0% | 4.0% | 3.1% | 15.4% | - | - | - | 13.2% |
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 7M | - | NSE 500 | 17.5% | 66 | 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 | -1.17% | -1.18% | 60% | -2.35% | 0.56 | 9.83% | -0.57 | 2.45% | 0.14 | 46.67 % |
| Nifty 500 | -1.70% | 0.37% | -1.33% | 0.69 | 1.09% | 0.06 | 43.33 % | |||
| Nifty Midcap 100 | -5.27% | 5.22% | -0.05% | 0.57 | -2.72% | -0.12 | 33.33 % | |||
| Nifty Smallcap 100 | 0.11% | 11.15% | 11.26% | 0.42 | 1.13% | 0.04 | 43.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI Bank Ltd | 3.32 |
| State Bank of India | 3.23 |
| Reliance Industries Ltd | 2.17 |
| Raymond Ltd | 2.00 |
| Tech Mahindra Ltd | 1.82 |
| Top 5 Equity Holdings | 12.54 |
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 | 40.8 |
| Mid Cap | 19.4 |
| Small Cap | 12.9 |
| Cash | 27.0 |
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 Aug 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 Jun 22.
