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 | 10Y 4M | S&P BSE MidSmall Cap 400 | 14 |
| 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 | 4.15% | -1.36% | 62.6% | 2.79% | 0.71 | 14.93% | -0.03 | 4.80% | 0.34 | 53.66 % |
| Nifty 500 | 3.21% | 0.59% | 3.80% | 1.20 | 4.10% | 0.34 | 54.47 % | |||
| Nifty Midcap 100 | -1.33% | 6.41% | 5.08% | 0.87 | 3.00% | 0.29 | 52.85 % | |||
| Nifty Smallcap 100 | 2.59% | 13.81% | 16.40% | 0.65 | 7.01% | 0.58 | 54.47 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Aug 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 Jun 22.
