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 | 8Y 8M | 25 | NIFTY 50 TRI | 13.19% | 7 | 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 | 9.65% | -7.13% | 59.62% | 2.52% | 0.92 | 17.86% | 0.37 | 0.53% | 0.03 | 50.00 % |
| Nifty 500 | 10.22% | -4.97% | 5.25% | 0.87 | -0.16% | -0.01 | 49.04 % | |||
| Nifty Midcap 100 | 5.04% | -1.27% | 3.77% | 0.74 | -2.36% | -0.13 | 47.12 % | |||
| Nifty Smallcap 100 | 10.93% | 2.55% | 13.48% | 0.55 | 1.23% | 0.06 | 47.12 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.
