Invest in companies with high growth potential at right time.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 10.87% | 0.74 | 17.90% | 59.65% |
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 | 9.6% | 3.4% | -1.5% | -0.8% | 15.4% | 31.6% | - | - | 23.3% |
| BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.4% | - | - | 12.0% |
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 10M | 186.24 | BSE 500 TRI | 23.3% | 57 | 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 | -1.12% | -1.23% | 59.65% | -2.35% | 0.79 | 17.90% | -0.37 | 11.48% | 0.68 | 54.39 % |
| Nifty 500 | -1.11% | 0.42% | -0.69% | 0.91 | 11.79% | 0.78 | 52.63 % | |||
| Nifty Midcap 100 | -7.24% | 3.14% | -4.10% | 0.92 | 10.54% | 0.76 | 49.12 % | |||
| Nifty Smallcap 100 | 1.56% | 9.31% | 10.87% | 0.74 | 16.93% | 1.03 | 56.14 % | |||
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 | % |
|---|---|
| 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 | 21.1 |
| Mid Cap | 26.0 |
| Small Cap | 49.3 |
| Cash | 3.6 |
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 Apr 2023. 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 23.
