This scheme smartly invests in companies which are a part of Sensex and are growth companies available at a reasonable valuations. The investment targets creating alpha over Sensex returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -7.05% | 0.97 | 13.00% | 57.14% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.9% | -5.2% | -5.0% | 1.7% | 18.7% | - | - | - | 12.1% |
| BSE Sensex | -2.6% | -0.8% | -1.7% | 7.8% | 31.3% | - | - | - | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Index Fund | Large Cap | Mr. Divam Sharma | 01 December 2019 | 2Y 6M | 4.88 | BSE Sensex | 12.1% | 36 | 13 |
| 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 | -3.32% | -3.73% | 57.14% | -7.05% | 0.97 | 13.00% | 0.63 | -2.02% | -0.14 | 35.71 % |
| Nifty 500 | -6.48% | -2.64% | -9.12% | 0.91 | -4.66% | -0.30 | 32.14 % | |||
| Nifty Midcap 100 | -15.93% | 2.45% | -13.48% | 0.39 | -12.39% | -0.57 | 35.71 % | |||
| Nifty Smallcap 100 | -21.60% | 4.8% | -16.80% | 0.10 | -14.10% | -0.50 | 28.57 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 89.9 |
| Mid Cap | 0.0 |
| Small Cap | 0.0 |
| Cash | 10.1 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 May 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.
