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) |
---|---|---|---|
-16.75% | 0.65 | 11.25% | 63.04% |
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 | -2.72% | 12.96% | 16.71% | 43.49% | 20.77% | 25.45% | 20.82% | 21.72% | 18.11% |
S&P BSE MidSmall Cap 400 | 1.32% | 9.38% | 14.57% | 28.49% | 15.73% | 16.15% | 16.64% | 14.73% | 14.34% |
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 10M | 49 | S&P BSE MidSmall Cap 400 | 18.11% | 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 | 14.79% | -9.26% | 63.04% | 5.53% | 0.62 | 11.25% | 1.49 | 4.83% | 0.35 | 52.90 % |
Nifty 500 | 10.66% | -6.85% | 3.81% | 0.74 | 3.84% | 0.33 | 53.62 % | |||
Nifty Midcap 100 | -5.20% | -6.56% | -11.76% | 0.81 | 1.12% | 0.11 | 52.17 % | |||
Nifty Smallcap 100 | -10.54% | -6.21% | -16.75% | 0.65 | 4.94% | 0.42 | 51.45 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
POLYCAB INDIA LTD | 8.19 |
TECH MAHINDRA LTD | 7.66 |
STATE BANK OF INDIA | 7.65 |
AMBER ENTERPRISES INDIA LTD | 6.32 |
CARBORUNDUM UNIVERSAL LTD | 5.95 |
Top 5 Equity Holdings | 31.20 |
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 29 Feb 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 Sep 23.