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 Mahindra Asset Management Company Ltd Small and Midcap | Small & Mid Cap | Mr. Brijesh Ved | 30 April 2012 | 13Y 11M | Nifty 50 TRI | 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 | 17.67% | -23.45% | 61.45% | -5.78% | 1.22 | 17.43% | -0.10 | 3.49% | 0.26 | 53.61 % |
| Nifty 500 | 16.88% | -21.89% | -5.01% | 1.13 | 2.38% | 0.21 | 52.41 % | |||
| Nifty Midcap 100 | 10.17% | -17.03% | -6.86% | 0.89 | -0.51% | -0.05 | 50.00 % | |||
| Nifty Smallcap 100 | 19.64% | -17.52% | 2.12% | 0.71 | 3.37% | 0.30 | 49.40 % | |||
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 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jan 26.
