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 AMC Pharma Fund | Multi Cap | Anshul Saigal | 20 September 2016 | 6Y 8M | NIFTY PHARMA | 2 |
| 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 | -1.12% | -9.7% | 54.43% | -10.82% | 0.66 | 12.03% | -1.25 | -2.45% | -0.15 | 49.37 % |
| Nifty 500 | -1.11% | -8.05% | -9.16% | 0.66 | -2.05% | -0.12 | 50.63 % | |||
| Nifty Midcap 100 | -7.24% | -5.34% | -12.58% | 0.56 | -1.87% | -0.10 | 46.84 % | |||
| Nifty Smallcap 100 | 1.56% | 0.83% | 2.39% | 0.55 | 2.88% | 0.13 | 46.84 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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.
