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) |
---|---|---|---|
-13.56% | 1.18 | 19.99% | 61.78% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Kotak AMC Small & Midcap | 4.93% | 14.96% | -2.22% | -7.20% | 17.38% | 18.56% | 28.16% | 13.81% | 16.76% |
NIFTY 50 TRI | 3.37% | 9.02% | 8.71% | 7.54% | 16.68% | 18.72% | 21.33% | 13.16% | 14.23% |
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 2M | 52 | NIFTY 50 TRI | 16.76% | 15 | 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 | 2.16% | -18.45% | 61.78% | -16.29% | 1.23 | 19.99% | -0.61 | 3.39% | 0.25 | 52.87 % |
Nifty 500 | 2.15% | -15.71% | -13.56% | 1.18 | 2.27% | 0.20 | 51.59 % | |||
Nifty Midcap 100 | -4.02% | -11.02% | -15.04% | 0.98 | -0.54% | -0.05 | 49.04 % | |||
Nifty Smallcap 100 | -0.09% | -5.24% | -5.33% | 0.80 | 3.13% | 0.27 | 50.32 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
HEALTHCARE SERVICES | 3.19 |
TELECOM - SERVICES | 3.46 |
CHEMICALS & PETROCHEM | 3.36 |
BANKS | 3.52 |
GAS | 3.47 |
INDUSTRIAL PRODUCTS | 2.28 |
AUTO COMPONENTS | 4.27 |
CONSUMER DURABLES | 5.68 |
AUTO COMPONENTS | 3.03 |
AEROSPACE & DEFENSE | 2.22 |
CONSUMER DURABLES | 2.88 |
CONSUMER DURABLES | 5.14 |
HEALTHCARE SERVICES | 5.43 |
AGRI FOOD & OTHER PRODUCTS | 4.10 |
FINANCE | 3.55 |
BANKS | 3.34 |
TRANSPORT SERVICES | 4.13 |
IT - SOFTWARE | 3.46 |
CHEMICALS & PETROCHEM | 2.74 |
IT - SOFTWARE | 3.71 |
INDUSTRIAL PRODUCTS | 5.51 |
IT - SOFTWARE | 2.88 |
INDUSTRIAL PRODUCTS | 2.15 |
CONSUMER DURABLES | 3.53 |
LEISURE SERVICES | 3.14 |
PERSONAL PRODUCTS | 3.15 |
BANKS | 3.36 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 60.08 |
Mid Cap | 39.38 |
Small Cap | |
Cash | 0.54 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 June 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.