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) |
---|---|---|---|
0.52% | 0.91 | 21.84% | 56.72% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -1.0% | 0.5% | -2.7% | 6.0% | 26.4% | 22.9% | 14.0% | - | 12.4% |
NIFTY PHARMA | -0.9% | 2.2% | -3.0% | -0.1% | 20.1% | 12.7% | 5.9% | - | 2.4% |
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 | 5Y 7M | 28 | NIFTY PHARMA | 12.4% | 16 | 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 | 6.26% | -3.66% | 56.72% | 2.60% | 0.90 | 21.84% | 0.82 | -0.60% | -0.03 | 50.75 % |
Nifty 500 | 3.61% | -3.09% | 0.52% | 0.91 | -0.46% | -0.03 | 53.73 % | |||
Nifty Midcap 100 | -3.94% | 0.1% | -3.84% | 0.71 | 0.44% | 0.02 | 49.25 % | |||
Nifty Smallcap 100 | -8.92% | 1.77% | -7.15% | 0.55 | 2.93% | 0.12 | 44.78 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
SUN PHARMACEUTICAL INDUSTRIES LTD | 21.20 |
DR REDDY'S LABORATORIES LTD | 10.90 |
CIPLA LTD | 7.30 |
FORTIS HEALTHCARE LTD | 7.20 |
INDOCO REMEDIES LTD | 6.00 |
GLAND PHARMA LTD | 5.40 |
IPCA LABORATORIES LTD | 5.30 |
AUROBINDO PHARMA LTD | 4.80 |
BIOCON LTD | 4.20 |
ALKEM LABORATORIES LTD | 4.10 |
JB CHEMICALS & PHARMACEUTICALS LTD | 4.00 |
DIVI'S LABORATORIES LTD | 3.70 |
SUVEN PHARMACEUTICALS LTD | 3.20 |
CADILA HEALTHCARE LTD | 2.80 |
JUBILANT PHARMOVA LTD | 2.70 |
SOLARA ACTIVE PHARMA SCIENCES LTD | 2.10 |
GLAXOSMITHKLINE PHARMACEUTICALS LTD | 1.90 |
TORRENT PHARMACEUTICALS LTD | 1.80 |
CASH & CASH EQUIVALENT | 1.40 |
Top 18 Equity Holdings | 98.60 |
Sector Allocation
Holding | % |
---|---|
PHARMACEUTICALS | 91.33 |
HEALTHCARE SERVICES | 7.23 |
CASH & CASH EQUIVALENT | 1.43 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 56.5 |
Mid Cap | 27.4 |
Small Cap | 13.6 |
Cash | 2.5 |
Disclaimer
#Returns as of 30 Apr 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 Mar 22.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
