Invest in companies with high growth potential at right time.
![Green Portfolio](https://www.pmsaifworld.com/wp-content/uploads/Green-Portfolio.png)
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 Special | Multi Cap | Divam Sharma | 12 July 2018 | 6Y 0M | BSE 500 TRI | 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 | 15.04% | 2.56% | 62.32% | 17.60% | 0.86 | 17.74% | 2.39 | 12.44% | 0.74 | 55.07 % |
Nifty 500 | 7.67% | -0.59% | 7.08% | 1.16 | 11.13% | 0.75 | 50.72 % | |||
Nifty Midcap 100 | -9.30% | -4.55% | -13.85% | 1.14 | 7.18% | 0.54 | 46.38 % | |||
Nifty Smallcap 100 | -15.20% | -8.35% | -23.55% | 1.06 | 11.65% | 0.75 | 50.72 % |
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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Disclaimer
#Returns as of 30 June 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 Mar 24.