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) |
|---|---|---|---|
| -2.77% | 0.74 | 12.24% | 54.05% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Index Fund | 10.0% | 8.0% | 2.3% | 16.6% | 22.9% | 34.4% | - | - | 23.8% |
| BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.4% | - | - | 15.5% |
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 | 3Y 5M | 4.21 | BSE 500 TRI | 23.8% | 15 | 10 |
| 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 | -2.14% | -1.94% | 54.05% | -4.08% | 0.79 | 12.24% | -0.28 | -1.85% | -0.15 | 40.54 % |
| Nifty 500 | -3.64% | 0.87% | -2.77% | 0.74 | -3.79% | -0.28 | 35.14 % | |||
| Nifty Midcap 100 | -10.80% | 7.55% | -3.25% | 0.55 | -10.27% | -0.53 | 37.84 % | |||
| Nifty Smallcap 100 | -5.87% | 19.92% | 14.05% | 0.44 | -6.28% | -0.25 | 35.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 99.0 |
| Mid Cap | 0.0 |
| Small Cap | 0.0 |
| Cash | 1.0 |
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 30 Apr 2023. 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.
