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 AMC Fintech | Mid & Small Cap | Mr. Anshul Saigal | 29 March 2018 | 4Y 5M | India Fintech Index | 3 |
| 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% | -8.22% | 65.38% | -4.07% | 0.88 | 14.51% | -0.51 | 0.11% | 0.01 | 51.92 % |
| Nifty 500 | 3.21% | -6.27% | -3.06% | 0.98 | 1.10% | 0.13 | 55.77 % | |||
| Nifty Midcap 100 | -1.33% | -0.45% | -1.78% | 0.63 | 2.72% | 0.21 | 46.15 % | |||
| Nifty Smallcap 100 | 2.59% | 6.95% | 9.54% | 0.42 | 9.23% | 0.54 | 48.08 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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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.
