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) |
---|---|---|---|
-26.25% | 0.70 | 13.66% | 62.5% |
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 | -2.10% | 3.40% | 16.00% | 43.50% | 16.80% | 23.90% | 18.40% | 20.00% | 17.80% |
S&P BSE MidSmall Cap 400 | 1.60% | 2.90% | 14.10% | 30.10% | 14.40% | 16.30% | 15.30% | 14.20% | 14.40% |
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 11M | 48 | S&P BSE MidSmall Cap 400 | 17.80% | 24 | 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 | 17.84% | -2.93% | 62.5% | 14.91% | 0.56 | 13.66% | 2.91 | 4.85% | 0.35 | 52.78 % |
Nifty 500 | 10.84% | -6.45% | 4.39% | 0.81 | 3.61% | 0.31 | 52.78 % | |||
Nifty Midcap 100 | -5.65% | -10.89% | -16.54% | 0.82 | 0.87% | 0.09 | 51.39 % | |||
Nifty Smallcap 100 | -11.65% | -14.6% | -26.25% | 0.70 | 4.46% | 0.38 | 51.39 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
INDIAN BANK | 7.80 |
NARAYANA HRUDAYALAYA LTD | 5.90 |
HDFC BANK LTD | 5.60 |
EXIDE INDUSTRIES LTD | 5.40 |
PNC INFRATECH LTD | 5.30 |
Sector Allocation
Holding | % |
---|---|
INDUSTRIAL PRODUCTS | 16.60 |
CONSUMER DURABLES | 16.50 |
BANKS | 15.20 |
IT - SOFTWARE | 9.30 |
FINANCE | 7.70 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 5.00 |
Mid Cap | 26.50 |
Small Cap | 62.30 |
Cash | 6.30 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 31 Mar 2024. 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 24.