The objective of the strategy is to generate long term capital appreciation for investors from a portfolio of equity & equity related securities. The investment strategy is to invest in companies and in sectors that are available at a significant discount to their intrinsic value and provide earnings visibility.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-0.84% | 0.92 | 14.25% | 65.96% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -3.1% | 3% | 15.1% | -1.5% | 13.9% | 16.2% | 14.9% | 18% | |
BSE 200 TRI | -3.3% | 4.6% | 16% | 5.7% | 16.8% | 17.2% | 12.4% | 12.4% |
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 |
---|---|---|---|---|---|---|---|---|---|
IIFL Wealth & AMC Multicap | Multi Cap | Anup Maheshwari | 31 December 2014 | 8Y 0M | - | BSE 200 TRI | 18% | 34 | 6 |
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% | -1.19% | 65.96% | 0.65% | 0.97 | 14.25% | -0.42 | 8.43% | 1.01 | 63.83 % |
Nifty 500 | -0.19% | -0.65% | -0.84% | 0.92 | 7.59% | 1.09 | 61.70 % | |||
Nifty Midcap 100 | -5.79% | 2.53% | -3.26% | 0.69 | 6.05% | 0.66 | 55.32 % | |||
Nifty Smallcap 100 | 2.89% | 9.44% | 12.33% | 0.59 | 10.65% | 0.76 | 50.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
HDFC Bank Limited | 8.83 |
ICICI Bank Limited | 8.62 |
Infosys Limited | 6.34 |
Axis Bank Limited | 5.95 |
State Bank of India | 4.83 |
Bharti Airtel Limited | 4.15 |
Larsen & Toubro Limited | 4.06 |
Bajaj Finance Limited | 3.10 |
Dr. Reddy's Laboratories Limited | 3.07 |
Cummins India Limited | 2.95 |
Top 10 Equity Holdings | 51.90 |
Sector Allocation
Holding | % |
---|---|
Industrials | 6.07 |
Health Care | 7.31 |
Consumer Discretionary | 10.68 |
Materials | 12.20 |
Information Technology | 12.90 |
Financials | 32.88 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 69.30 |
Mid Cap | 15.70 |
Small Cap | 13.50 |
Cash | 1.50 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of IIFL Wealth & AMC PMS
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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.