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 | 10.03% | -17.73% | 64.63% | -7.70% | 1.21 | 23.33% | -0.16 | 10.87% | 0.65 | 54.88 % |
Nifty 500 | 10.65% | -15.62% | -4.97% | 1.25 | 9.82% | 0.67 | 50.00 % | |||
Nifty Midcap 100 | 5.55% | -12% | -6.45% | 1.08 | 5.94% | 0.46 | 46.34 % | |||
Nifty Smallcap 100 | 11.34% | -8.08% | 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

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.