The investment objective of the strategy is to achieve long-term capital appreciation by investing with patience and discipline in the Indian capital markets

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
24.59% | 1.41 | 17.28% | 63.04% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -5.1% | -8.4% | -5.0% | 27.0% | 58.8% | 17.9% | 8.6% | 18.1% | 13.9% |
Nifty 500 | -0.7% | -0.7% | -1.6% | 20.9% | 37.2% | 16.5% | 13.8% | 14.8% | 11.6% |
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 |
---|---|---|---|---|---|---|---|---|---|
Karma Capital Long Only Equities | Multi Cap | Mr. Rushabh Sheth & Mr. Nikhil Desai | 31 December 2006 | 15Y 4M | 4246.87 | Nifty 500 | 13.9% | 20-25 | 12 |
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 | 6.26% | 20.4% | 63.04% | 26.66% | 0.87 | 17.28% | 2.42 | 4.09% | 0.24 | 52.72 % |
Nifty 500 | 3.61% | 20.98% | 24.59% | 1.41 | 3.90% | 0.26 | 52.72 % | |||
Nifty Midcap 100 | -3.94% | 24.16% | 20.22% | 1.17 | 2.21% | 0.17 | 54.89 % | |||
Nifty Smallcap 100 | -8.92% | 25.83% | 16.91% | 0.80 | 6.00% | 0.42 | 48.91 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
TATA COMMUNICATIONS LTD | 13.77 |
ZEE ENTERTAINMENT ENTERPRISES LTD | 8.49 |
CIPLA LTD | 7.17 |
TATA MOTORS LTD - DVR | 6.91 |
ALKEM LABORATORIES LTD | 6.86 |
JUBILANT PHARMOVA LTD | 5.81 |
TV18 BROADCAST LTD | 5.63 |
HITACHI ENERGY INDIA LTD | 5.08 |
BHARTI AIRTEL LTD | 4.88 |
ICICI SECURITIES LTD | 4.52 |
Top 10 Equity Holdings | 69.13 |
Sector Allocation
Holding | % |
---|---|
Consumer Services | 0.47 |
Consumer Durables & Apparel | 1.46 |
Utility | 1.68 |
Cash | 3.71 |
Consumer Staples | 4.66 |
Automobiles & Components | 5.11 |
Materials | 8.05 |
Industrials | 8.31 |
Financials | 12.69 |
Media & Entertainment | 16.06 |
Health Care | 17.41 |
Telecom | 20.39 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 22.7 |
Mid Cap | 35.1 |
Small Cap | 40.9 |
Cash | 1.3 |
Disclaimer
#Returns as of 30 Apr 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 Mar 22.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
