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 |
|---|---|---|---|---|---|---|---|---|---|
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 MAS Prime | Multi Cap | Mr. Debashis Basu | 02 December 2019 | 2Y 9M | Nifty 50 | 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 | -1.17% | -27.34% | 86.36% | -28.51% | 0.16 | 10.09% | 2.43 | 1.17% | 0.08 | 40.91 % |
| Nifty 500 | -1.70% | -31.31% | -33.01% | 0.22 | -2.54% | -0.19 | 54.55 % | |||
| Nifty Midcap 100 | -5.27% | -45.51% | -50.78% | 0.31 | -14.15% | -0.94 | 50.00 % | |||
| Nifty Smallcap 100 | 0.11% | -59% | -58.89% | 0.29 | -18.12% | -0.90 | 31.82 % | |||
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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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Aug 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.
