The main objective of the Investment approach 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 Pharma and Healthcare | Sector Fund | Mr. Brijesh Ved | 20 September 2016 | 9Y 7M | Nifty 50 TRI | 19 |
| 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% | -13.33% | 57.52% | -13.47% | 1.06 | 16.48% | -0.57 | -0.62% | -0.04 | 48.67 % |
| Nifty 500 | -1.21% | -11.49% | -12.70% | 0.96 | -1.34% | -0.09 | 48.67 % | |||
| Nifty Midcap 100 | -6.66% | -7.89% | -14.55% | 0.70 | -3.72% | -0.22 | 45.13 % | |||
| Nifty Smallcap 100 | 2.20% | -7.77% | -5.57% | 0.56 | 0.18% | 0.01 | 45.13 % | |||
| BSE 500 | -0.80% | -11.5% | -12.30% | 0.97 | -1.23% | -0.08 | 46.02 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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 Jan 26.
