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 | 11Y 0M | S&P BSE MidSmall Cap 400 | 5 |
| 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 | 1.18% | -5.44% | 62.12% | -4.26% | 0.83 | 13.48% | -0.63 | 4.08% | 0.29 | 53.03 % |
| Nifty 500 | 0.62% | -3.22% | -2.60% | 0.83 | 3.55% | 0.30 | 53.79 % | |||
| Nifty Midcap 100 | -6.35% | 0.33% | -6.02% | 0.75 | 2.07% | 0.20 | 52.27 % | |||
| Nifty Smallcap 100 | 1.14% | 7.81% | 8.95% | 0.70 | 6.47% | 0.56 | 53.03 % | |||
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 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.
