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) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 | 4Y 10M | BSE 500 TRI | 10 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 7.10% | -11.18% | 54.05% | -4.08% | 0.79 | 12.24% | -0.28 | -1.85% | -0.15 | 40.54 % |
Nifty 500 | 0.17% | -2.94% | -2.77% | 0.74 | -3.79% | -0.28 | 35.14 % | |||
Nifty Midcap 100 | -13.16% | 9.91% | -3.25% | 0.55 | -10.27% | -0.53 | 37.84 % | |||
Nifty Smallcap 100 | -18.06% | 32.11% | 14.05% | 0.44 | -6.28% | -0.25 | 35.14 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 30 Sep 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 22.