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) |
---|---|---|---|
-8.60% | 0.86 | 15.85% | 56.52% |
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 India Focus- Series 2 | 1.82% | 13.37% | 22.52% | 20.38% | 11.12% | 31.24% | 12.16% | - | 9.49% |
Nifty 50 TRI | -2.31% | 4.38% | 12.15% | 9.53% | 7.31% | 20.58% | 11.83% | - | 12.72% |
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 India Focus- Series 2 | Multi Cap | Anshul Saigal | 19 September 2017 | 6Y 0M | 457 | Nifty 50 TRI | 9.49% | 26 | 16 |
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 | 3.17% | -1.08% | 56.52% | 2.09% | 0.99 | 15.85% | 0.80 | -3.92% | -0.35 | 50.72 % |
Nifty 500 | 1.79% | -0.36% | 1.43% | 0.96 | -3.42% | -0.38 | 50.72 % | |||
Nifty Midcap 100 | -8.95% | 0.35% | -8.60% | 0.86 | -4.06% | -0.48 | 49.28 % | |||
Nifty Smallcap 100 | -4.20% | 4.31% | 0.11% | 0.76 | 2.09% | 0.20 | 49.28 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
STATE BANK OF INDIA | 8.41 |
ICICI BANK LTD | 7.54 |
POLYCAB INDIA LTD | 5.19 |
BLUE STAR LTD | 4.63 |
SRF LTD | 4.62 |
BALRAMPUR CHINI MILLS LTD | 4.61 |
OBEROI REALTY LTD | 4.51 |
CENTURY PLYBOARDS (INDIA) LTD | 4.43 |
CYIENT LTD | 4.30 |
CARBORUNDUM UNIVERSAL LTD | 4.15 |
WHIRLPOOL OF INDIA LTD | 4.07 |
SAMVARDHANA MOTHERSON INTL LTD | 3.98 |
VIP INDUSTRIES LTD | 3.94 |
UNITED SPIRITS LTD | 3.79 |
FORTIS HEALTHCARE LTD | 3.65 |
HDFC BANK LTD | 3.37 |
APL APOLLO TUBES LTD | 3.29 |
PERSISTENT SYSTEMS LTD | 3.15 |
ZYDUS LIFESCIENCES LTD | 3.08 |
ISGEC HEAVY ENGINEERING LTD | 2.97 |
SUVEN PHARMACEUTICALS LTD | 2.58 |
LUX INDUSTRIES LTD | 2.18 |
ANGEL ONE LTD | 1.84 |
CASH & CASH EQUIVALENT | 5.73 |
Top 23 Equity Holdings | 94.27 |
Sector Allocation
Holding | % |
---|---|
CONSUMER DURABLES | 20.70 |
BANKS | 17.70 |
INDUSTRIAL PRODUCTS | 13.60 |
CONSTRUCTION | 5.80 |
FINANCE | 5.30 |
CHEMICALS & PETROCHEMICALS | 4.30 |
REALTY | 4.20 |
AUTOMOBILES | 3.90 |
HEALTHCARE SERVICES | 3.70 |
IT - SOFTWARE | 3.30 |
IT - SERVICES | 3.20 |
AGRI FOOD & OTHER PRODUCTS | 2.40 |
PHARMACEUTICALS & BIOTECH | 2.40 |
BEVERAGES | 2.40 |
CAPITAL MARKETS | 1.70 |
AGRI, COMMERCIAL & CONST VEHICLES | 0.90 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 29.20 |
Mid Cap | 37.60 |
Small Cap | 30.60 |
Cash | 2. |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 August 2023. 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 23.