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 | 5Y 2M | India Fintech Index | 5 |
| 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 | 1.18% | -5.22% | 62.3% | -4.04% | 0.98 | 14.84% | -0.56 | 0.10% | 0.01 | 50.82 % |
| Nifty 500 | 0.62% | -3% | -2.38% | 0.88 | 1.20% | 0.15 | 55.74 % | |||
| Nifty Midcap 100 | -6.35% | 0.56% | -5.79% | 0.72 | 1.64% | 0.13 | 45.90 % | |||
| Nifty Smallcap 100 | 1.14% | 8.03% | 9.17% | 0.68 | 8.60% | 0.54 | 49.18 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30 Apr 2023. 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 23.
