This scheme invests in Multi-National companies which benefit from better corporate governance, better technology and product portfolio, better resources and professional management.
| 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 MNC Advantage Fund | Multi Cap | CA Divam Sharma and CA Anuj Jain | 23 September 2019 | 3Y 8M | BSE Sensex | 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 | -1.12% | 8.77% | 67.44% | 7.65% | 0.60 | 13.81% | 0.25 | 8.68% | 0.62 | 48.84 % |
| Nifty 500 | -1.11% | 10.42% | 9.31% | 0.66 | 7.72% | 0.59 | 55.81 % | |||
| Nifty Midcap 100 | -7.24% | 13.14% | 5.90% | 0.62 | 1.58% | 0.11 | 46.51 % | |||
| Nifty Smallcap 100 | 1.56% | 19.3% | 20.86% | 0.51 | 6.70% | 0.36 | 44.19 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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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 Mar 23.
