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) |
|---|---|---|---|
| -6.03% | 1.57 | 18.40% | 62.03% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Karma Capital Long Only Equities | Multi Cap | Mr. Rushabh Sheth & Mr. Nikhil Desai | 31 December 2006 | 16Y 0M | Nifty 500 | 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 | 1.84% | -8.89% | 62.03% | -7.05% | 1.13 | 18.40% | -0.56 | 3.31% | 0.19 | 51.87 % |
| Nifty 500 | -0.19% | -5.84% | -6.03% | 1.57 | 3.16% | 0.21 | 51.87 % | |||
| Nifty Midcap 100 | -5.79% | 1.04% | -4.75% | 1.13 | 1.56% | 0.12 | 54.01 % | |||
| Nifty Smallcap 100 | 2.89% | 3.68% | 6.57% | 0.76 | 5.94% | 0.42 | 49.20 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 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 Jun 22.
