The key objective of the Kunvarji Multicap Fund is to generate alpha as compared to S&P BSE 500 on a sustainable Risk-Adjusted Basis.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -10.80% | 0.68 | 13.45% | 76.92% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Kunvarji Multicap Fund | Multi Cap | Mr Ravi Diyora | 16 September 2019 | 3Y 2M | S&P BSE 500 | 10 |
| 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 | 1.86% | -8.16% | 76.92% | -6.30% | 0.76 | 13.45% | 3.47 | 1.39% | 0.19 | 50.00 % |
| Nifty 500 | -0.16% | -10.64% | -10.80% | 0.68 | -1.60% | -0.19 | 50.00 % | |||
| Nifty Midcap 100 | -5.73% | -22.84% | -28.57% | 0.53 | -11.18% | -0.95 | 38.46 % | |||
| Nifty Smallcap 100 | 3.02% | -39.7% | -36.68% | 0.27 | -13.21% | -0.74 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Oct 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 Sep 21.
