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 | 8Y 0M | 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 | -0.14% | 9.28% | 37.86% | 9.14% | -3.04 | 108.67% | 0.18 | -7.51% | -0.05 | 35.92 % |
| Nifty 500 | -1.21% | 7.62% | 6.41% | -1.94 | -8.71% | -0.06 | 31.07 % | |||
| Nifty Midcap 100 | -6.66% | 6.23% | -0.43% | -1.10 | -12.24% | -0.08 | 30.58 % | |||
| Nifty Smallcap 100 | 2.20% | 5.58% | 7.78% | -0.87 | -9.04% | -0.06 | 29.61 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Feb 26.
