Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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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 |
---|---|---|---|---|---|---|---|---|---|
Marcellus Investment Managers Little Champs | Small Cap | Ashvin Shetty | 29 August 2019 | 5Y 3M | BSE 500 TRI | 9 |
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 | 8.65% | -25.13% | 58.73% | -16.48% | 0.45 | 17.11% | 0.39 | -0.66% | -0.04 | 49.21 % |
Nifty 500 | 0.41% | -25.07% | -24.66% | 0.54 | -3.87% | -0.24 | 46.03 % | |||
Nifty Midcap 100 | -10.36% | -23.59% | -33.95% | 0.50 | -12.23% | -0.84 | 42.86 % | |||
Nifty Smallcap 100 | -15.19% | -21.48% | -36.67% | 0.67 | -11.04% | -0.73 | 41.27 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Oct 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 Oct 24.