The main objective is to generate capital appreciation through investments in equities with a medium to long-term perspective.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Kotak Mahindra Asset Management Company Ltd Fintech | Sector Fund | Mr. Brijesh Ved | 29 March 2018 | 7Y 8M | Nifty 50 TRI | 25 |
| 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 | -10.34% | -8.13% | 61.11% | -18.47% | 0.69 | 16.14% | -1.59 | -1.95% | -0.21 | 47.78 % |
| Nifty 500 | -8.74% | -8.13% | -16.87% | 0.59 | -2.70% | -0.28 | 50.00 % | |||
| Nifty Midcap 100 | -9.01% | -8.13% | -17.14% | 0.47 | -5.43% | -0.42 | 42.22 % | |||
| Nifty Smallcap 100 | -5.25% | -8.13% | -13.38% | 0.28 | -1.02% | -0.06 | 47.78 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Oct 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
