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) |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Dividend Yield | Multi Cap | CA Divam Sharma and CA Anuj Jain | 23 September 2019 | 5Y 8M | 20.91 | BSE 500 TRI | 32.00% | 31 | 16 |
| 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 | 9.65% | -9.08% | 66.18% | 0.57% | 1.32 | 21.94% | 0.21 | 16.57% | 0.97 | 58.82 % |
| Nifty 500 | 10.22% | -6.91% | 3.31% | 1.25 | 14.37% | 0.95 | 61.76 % | |||
| Nifty Midcap 100 | 5.04% | -3.22% | 1.82% | 1.02 | 6.63% | 0.48 | 52.94 % | |||
| Nifty Smallcap 100 | 10.93% | 0.6% | 11.53% | 0.84 | 9.67% | 0.69 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.
