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 Small & Midcap | Mid & Small Cap | Anshul Saigal | 30 April 2012 | 13Y 5M | NIFTY 50 TRI | 27 |
| 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 | 1.27% | -13.16% | 61.49% | -11.89% | 1.02 | 17.59% | -1.05 | 3.90% | 0.28 | 53.42 % |
| Nifty 500 | 0.52% | -10.8% | -10.28% | 0.98 | 2.62% | 0.23 | 52.17 % | |||
| Nifty Midcap 100 | -5.42% | -5.14% | -10.56% | 0.82 | -0.31% | -0.03 | 49.07 % | |||
| Nifty Smallcap 100 | -4.50% | -2.3% | -6.80% | 0.64 | 3.05% | 0.26 | 50.31 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Sep 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 Aug 25.
