Invest in companies with high growth potential at right time.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
5.87% | 1.15 | 19.39% | 64.71% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -1.10% | -3.20% | 13.80% | 4.10% | 29.00% | 31.00% | - | - | 25.40% |
S&P BSE SENSEX | -2.50% | 1.90% | 16.60% | 1.40% | 18.80% | 19.10% | - | - | 11.50% |
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 | 4Y 6M | 188.67 | S&P BSE SENSEX | 25.40% | 61 | 28 |
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 | 1.84% | 5.52% | 64.71% | 7.36% | 1.14 | 19.39% | 0.04 | 17.44% | 1.02 | 58.82 % |
Nifty 500 | -0.19% | 6.06% | 5.87% | 1.15 | 16.89% | 1.10 | 56.86 % | |||
Nifty Midcap 100 | -5.79% | 9.24% | 3.45% | 0.91 | 15.40% | 1.08 | 52.94 % | |||
Nifty Smallcap 100 | 2.89% | 16.15% | 19.04% | 0.77 | 22.35% | 1.34 | 58.82 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Schaeffler India Ltd. | 12.79 |
Aarti Industries Ltd. | 7.74 |
Cash & Cash Equivalents | 3.67 |
Excel Industries Ltd. | 3.12 |
Southern Petrochemical Industries Corporation Ltd. | 2.32 |
Salzer Electronics Ltd. | 2.25 |
Time Technoplast Ltd. | 2.14 |
Titagarh Wagons Ltd. | 2.03 |
Kirloskar Ferrous Industries Ltd. | 1.86 |
Aarti Drugs Ltd. | 1.68 |
Top 10 Equity Holdings | 39.60 |
Sector Allocation
Holding | % |
---|---|
Retailing | 0.00 |
Oil | 0.00 |
Etf | 0.00 |
Non - Ferrous Metals | 0.04 |
Finance | 0.05 |
Hospitality | 0.05 |
Miscellaneous | 0.05 |
Paper | 0.06 |
Iron & Steel | 0.20 |
Telecom | 0.30 |
Mining | 0.32 |
Realty | 0.49 |
Consumer Durables | 0.68 |
Logistics | 0.69 |
Media & Entertainment | 0.75 |
Information Technology | 0.89 |
Agri | 1.02 |
Infrastructure | 1.05 |
Cash | 1.91 |
Construction Materials | 2.07 |
Crude Oil | 2.14 |
Electricals | 2.22 |
Power | 2.31 |
Plastic Products | 2.60 |
Trading | 3.60 |
Textile | 4.61 |
FMCG | 5.59 |
Capital Goods | 8.52 |
Healthcare | 8.69 |
Automobile & Ancillaries | 14.41 |
Chemicals | 34.65 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 20.00 |
Mid Cap | 26.10 |
Small Cap | 50.30 |
Cash | 3.70 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.