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) |
---|---|---|---|
-7.85% | 0.65 | 16.33% | 65.45% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.60% | 7.50% | 14.20% | -6.10% | 12.20% | 14.60% | - | - | 12.70% |
India Fintech Index | -3.70% | 7.30% | 13.80% | -10.40% | 13.40% | 18.20% | - | - | 18.10% |
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 9M | 15 | India Fintech Index | 12.70% | 19 | 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 | 3.71% | -7.65% | 65.45% | -3.94% | 1.01 | 16.33% | -0.65 | -0.39% | -0.05 | 49.09 % |
Nifty 500 | 1.29% | -6.72% | -5.43% | 0.90 | 0.00% | 0.00 | 52.73 % | |||
Nifty Midcap 100 | -5.50% | -2.35% | -7.85% | 0.65 | 0.43% | 0.03 | 43.64 % | |||
Nifty Smallcap 100 | 1.22% | 6.53% | 7.75% | 0.54 | 7.98% | 0.48 | 47.27 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
AXIS BANK LTD | 10.50 |
HDFC BANK LTD | 10.30 |
ICICI BANK LTD | 9.20 |
INFOSYS LTD | 7.30 |
TATA CONSULTANCY SERVICES LTD | 7.20 |
HCL TECHNOLOGIES LTD | 7.00 |
TECH MAHINDRA LTD | 5.50 |
WIPRO LTD | 5.50 |
BAJAJ FINANCE LTD | 5.10 |
STATE BANK OF INDIA | 5.10 |
SUNDARAM FINANCE LTD | 5.00 |
CYIENT LTD | 3.20 |
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | 2.90 |
LTIMINDTREE LTD | 2.80 |
KOTAK MAHINDRA BANK LTD | 2.70 |
LIC HOUSING FINANCE LTD | 2.50 |
INDUSIND BANK LTD | 2.40 |
ICICI LOMBARD GENERAL INSURANCE COMPANY LTD | 2.10 |
HOUSING DEVELOPMENT FINANCE CORPORATION LTD | 1.20 |
Top 19 Equity Holdings | 97.52 |
Sector Allocation
Holding | % |
---|---|
Cash & Cash Equivalent | 3.50 |
BFSI | 42.70 |
Information Technology | 53.80 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 83.8 |
Mid Cap | 10.5 |
Small Cap | 3.2 |
Cash | 2. |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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 Sep 22.