This scheme invests in consistently High Dividend paying companies with stable business model and consistent cash flow generation in the business.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Pvt Ltd Dividend Yield | Thematic | Mr. Divam Sharma | 23 September 2019 | 6Y 11M | S&P BSE 500 TRI | 26 |
| 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 | 7.68% | 14.19% | 65.43% | 21.87% | 1.22 | 22.06% | 0.61 | 18.37% | 1.08 | 64.20 % |
| Nifty 500 | 4.00% | 13.64% | 17.64% | 1.19 | 15.54% | 1.05 | 64.20 % | |||
| Nifty Midcap 100 | -3.53% | 13.04% | 9.51% | 1.02 | 7.35% | 0.55 | 55.56 % | |||
| Nifty Smallcap 100 | 2.89% | 12.69% | 15.58% | 0.87 | 10.46% | 0.79 | 55.56 % | |||
| BSE 500 | 4.46% | 13.66% | 18.12% | 1.20 | 15.79% | 1.06 | 64.20 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31st July 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
