To achieve capital appreciation over a long term by investing in a diversified portfolio.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Caterpillar | Mid & Small Cap | Neelesh Dhamnaskar | 26 June 2006 | 16Y 2M | Nifty Midcap 100 | NA |
| 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 | 4.15% | 5.73% | 60.1% | 9.88% | 1.16 | 19.07% | 0.35 | 0.02% | 0.00 | 52.85 % |
| Nifty 500 | 3.21% | 7.68% | 10.89% | 1.63 | -0.22% | -0.02 | 50.78 % | |||
| Nifty Midcap 100 | -1.33% | 13.5% | 12.17% | 1.15 | -1.97% | -0.19 | 46.63 % | |||
| Nifty Smallcap 100 | 2.59% | 20.9% | 23.49% | 0.75 | 2.57% | 0.20 | 50.78 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Aug 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 Jun 22.
