Invest in companies with high growth potential at right time.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-18.41% | 0.91 | 16.80% | 63.64% |
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 | -0.58% | 10.93% | 17.18% | 54.29% | 25.00% | 30.35% | 30.02% | - | 27.64% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | 19.00% | - | 15.86% |
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 | 5Y 8M | 289.21 | BSE 500 TRI | 27.64% | 58 | 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 | 11.69% | 5.49% | 63.64% | 17.18% | 1.01 | 16.80% | 2.00 | 14.50% | 0.88 | 56.06 % |
Nifty 500 | 7.56% | 3.89% | 11.45% | 1.04 | 13.44% | 0.92 | 51.52 % | |||
Nifty Midcap 100 | -8.76% | -0.59% | -9.35% | 1.01 | 9.28% | 0.70 | 46.97 % | |||
Nifty Smallcap 100 | -13.69% | -4.72% | -18.41% | 0.91 | 13.28% | 0.85 | 53.03 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Schaeffler India Ltd. | 10.36 |
Aarti Industries Ltd. | 4.55 |
Time Technoplast Ltd. | 3.16 |
Cash & Cash Equivalents | 3.11 |
Piramal Pharma Ltd. | 3.00 |
Salzer Electronics Ltd. | 2.76 |
Aarti Pharmalabs Ltd. | 2.70 |
Orient Cement Ltd. | 2.66 |
Caplin Point Laboratories Ltd. | 2.29 |
S.P. Apparels Ltd. | 2.29 |
Top 10 Equity Holdings | 36.88 |
Sector Allocation
Holding | % |
---|---|
Chemicals | 25.78 |
Automobile & Ancillaries | 22.72 |
Healthcare | 8.13 |
Textile | 4.72 |
FMCG | 4.68 |
Electricals | 3.96 |
Cash | 3.67 |
Construction Materials | 3.19 |
Power | 2.93 |
Plastic Products | 2.92 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 21.92 |
Mid Cap | 29.07 |
Small Cap | 47.93 |
Cash | 1.08 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 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 Dec 23.