The investment objective of the Strategy is to achieve long term capital appreciation by primarily investing in equity & equity related across market capitalization.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.09% | 0.74 | 10.74% | 54.55% |
Investment Philosophy
Investment philosophy is centered on 'Buy Right: Sit Tight‘ principle.
Q-G-L-P Demystified
Why ‘Buy Right : Sit Tight’ is significant?
• Real wealth is created by riding out bulk of the growth curve of quality companies and not by trading in and out in response to buy, sell and hold recommendations.
• This philosophy enables investor and manager alike to keep focus on the businesses they are holding rather than get distracted by movements in share prices
• An approach of buying high quality stocks and holding them for a long term wealth creation motive, results in drastic reduction of costs for the end investor.
• While BUY RIGHT is largely the role of the portfolio manager, SIT TIGHT calls for involvement from the portfolio manager as well as investor. This brings in greater accountability from the manager and at the same time calls for better involvement and understanding from investor resulting in better education for the latter.
• Long term multiplication of wealth is obtained only by holding on to the winners and deserting the losers.
Wealth Creators – Buy and Hold strategy
• BUY & HOLD strategy, leading low churn, lower costs and enhanced returns
• A business is prudently picked for investment after a thorough study of its underlying hidden long-term potential.
• “We don’t get paid for activity, just for being right. As to how long we’ll wait, we’ll wait indefinitely.” -Warren Buffett
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.3% | 9.7% | 7.3% | 2.2% | 22.7% | 16.2% | 10.5% | ||
| Nifty 500 TRI | 4.7% | 9.1% | 8.0% | 6.7% | 29.4% | 20.8% | 12.6% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal AMC Business Opportunities (BOP) | Multi Cap | Manish Sonthalia | 16 January 2018 | 4Y 8M | 1257 | Nifty 500 TRI | 10.5% | 21 | 12 |
| 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% | -3.94% | 54.55% | -5.11% | 0.80 | 10.74% | -0.78 | -2.13% | -0.26 | 52.73 % |
| Nifty 500 | -1.70% | -2.39% | -4.09% | 0.74 | -0.67% | -0.08 | 47.27 % | |||
| Nifty Midcap 100 | -5.27% | 2.46% | -2.81% | 0.50 | 2.16% | 0.18 | 50.91 % | |||
| Nifty Smallcap 100 | 0.11% | 8.4% | 8.51% | 0.26 | 8.91% | 0.51 | 52.73 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| MAX Financial Services Ltd. | 12.75 |
| ICICI Bank Ltd. | 10.51 |
| HDFC Bank Ltd. | 9.49 |
| Phoenix Mills Ltd | 7.19 |
| Larsen & Toubro Infotech Ltd | 7.00 |
| Axis Bank Ltd. | 5.97 |
| Eicher Motors Ltd | 5.83 |
| SAFARI INDUSTRIES (INDIA) LTD | 5.23 |
| Maruti Suzuki India Ltd. | 5.19 |
| Blue Star Ltd | 4.27 |
| Top 10 Equity Holdings | 73.43 |
Sector Allocation
| Holding | % |
|---|---|
| Cement & Cement Products | 0.85 |
| Pharmaceuticals & Biotechnology | 1.20 |
| Power | 1.47 |
| Gas | 1.56 |
| Construction | 2.02 |
| Cash & Cash Equivalents | 2.05 |
| Realty | 6.95 |
| Consumer Durables | 9.10 |
| Automobiles | 10.35 |
| IT - Software | 12.67 |
| Insurance | 17.88 |
| Banks | 33.90 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 64.0 |
| Mid Cap | 21.1 |
| Small Cap | 15.1 |
| Cash | -0.2 |
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 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 Jun 22.
