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) |
|---|---|---|---|
| 2.12% | 0.54 | 9.79% | 69.23% |
Key Attributes
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -1.3% | -3.5% | -2.9% | 13.4% | 21.7% | - | - | - | 20.0% |
| NSE 500 | -1.2% | -1.1% | -2.0% | 9.8% | 19.4% | - | - | - | 13.8% |
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 | 19 February 2020 | 2Y 2M | - | NSE 500 | 20.0% | 71 | 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 | 6.26% | -2.07% | 69.23% | 4.19% | 0.37 | 9.79% | 1.98 | -0.13% | -0.01 | 42.31 % |
| Nifty 500 | 3.61% | -1.49% | 2.12% | 0.54 | -2.06% | -0.11 | 42.31 % | |||
| Nifty Midcap 100 | -3.94% | 1.7% | -2.24% | 0.57 | -7.49% | -0.31 | 30.77 % | |||
| Nifty Smallcap 100 | -8.92% | 3.36% | -5.56% | 0.46 | -9.85% | -0.34 | 38.46 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Reliance Industries Ltd. | 1.26 |
| Tube Investments of India Ltd. | 1.25 |
| Bharti Airtel Ltd. | 1.22 |
| ALKYL Amines Chemicals Ltd. | 1.20 |
| Astrazeneca Pharma India Ltd. | 1.16 |
| Top 5 Equity Holdings | 6.09 |
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 | |
| Mid Cap | |
| Small Cap | |
| Cash |
Disclaimer
#Returns as of 30 Apr 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 Mar 22.
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