Invest in companies with high growth potential at right time.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.26% | 0.96 | 23.33% | 64.63% |
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 Special | 1.76% | 14.40% | -4.46% | 2.03% | 23.32% | 24.36% | 31.21% | - | 24.70% |
| BSE 500 TRI | 3.68% | 10.77% | 5.91% | 5.12% | 20.56% | 21.69% | 24.03% | - | 15.40% |
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 Special | Multi Cap | Divam Sharma | 12 July 2018 | 7Y 0M | 356.8110318 | BSE 500 TRI | 24.70% | 43 | 31 |
| 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 | 9.84% | -17.54% | 64.63% | -7.70% | 1.21 | 23.33% | -0.16 | 10.87% | 0.65 | 54.88 % |
| Nifty 500 | 10.37% | -15.34% | -4.97% | 1.25 | 9.82% | 0.67 | 50.00 % | |||
| Nifty Midcap 100 | 5.15% | -11.6% | -6.45% | 1.08 | 5.94% | 0.46 | 46.34 % | |||
| Nifty Smallcap 100 | 10.77% | -7.51% | 3.26% | 0.96 | 10.41% | 0.73 | 53.66 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Automobile & Ancillaries | 22.20 |
| Healthcare | 17.09 |
| Chemicals | 13.63 |
| Capital Goods | 7.45 |
| FMCG | 4.81 |
| Textile | 4.73 |
| Electricals | 4.15 |
| Iron & Steel | 4.11 |
| Construction Materials | 3.71 |
| Plastic Products | 2.75 |
| Trading | 2.27 |
| Telecom | 2.00 |
| Bank | 1.63 |
| Infrastructure | 1.62 |
| (blank) | 1.31 |
| Crude Oil | 1.29 |
| Gas Transmission | 0.81 |
| Consumer Durables | 0.61 |
| Abrasives | 0.55 |
| Paper | 0.45 |
| Hospitality | 0.44 |
| Miscellaneous | 0.43 |
| Non - Ferrous Metals | 0.40 |
| Others | 0.39 |
| Diversified | 0.37 |
| Power | 0.30 |
| Realty | 0.25 |
| Agri | 0.09 |
| Finance | 0.09 |
| ETF | 0.06 |
| IT | 0.02 |
| Mining | 0.00 |
| Logistics | 0.00 |
| Media & Entertainment | 0.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 23.69 |
| Mid Cap | 27.82 |
| Small Cap | 47.52 |
| Cash | 0.97 |
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 June 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.
