Aims at generating reasonable return with low portfolio volatility and low downside risk.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -33.01% | 0.22 | 10.09% | 86.36% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Moneylife Advisory Services Pvt Ltd MAS Prime | -5.71% | -2.44% | -5.59% | -7.82% | 14.12% | 18.16% | 14.40% | - | 15.83% |
| Nifty 50 TRI | 1.92% | 7.45% | 6.68% | 9.94% | 15.45% | 13.08% | 16.49% | - | 15.16% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Moneylife Advisory Services Pvt Ltd MAS Prime | Multi Cap & Flexi Cap | Mr Debashis Basu | 02 December 2019 | 6Y 1M | 105.52 | Nifty 50 TRI | 15.83% | - | NA |
| 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 | 8.09% | -36.6% | 86.36% | -28.51% | 0.16 | 10.09% | 2.43 | 1.17% | 0.08 | 40.91 % |
| Nifty 500 | 8.58% | -41.59% | -33.01% | 0.22 | -2.54% | -0.19 | 54.55 % | |||
| Nifty Midcap 100 | 5.30% | -56.08% | -50.78% | 0.31 | -14.15% | -0.94 | 50.00 % | |||
| Nifty Smallcap 100 | 8.62% | -67.51% | -58.89% | 0.29 | -18.12% | -0.90 | 31.82 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2025. 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.
