Aims to deliver superior returns by investing in stocks from sectors that can benefit from India’s emerging businesses, predominantly invest in Small and Midcap stocks with a focus on identifying potential winners.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -10.37% | 0.73 | 15.15% | 58.9% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -11.1% | -9.4% | -15.4% | -7.0% | 28.4% | 3.3% | -1.2% | 10.1% | 7.8% |
| Nifty SmallCap 100 TRI | -11.1% | -6.9% | -17.0% | -8.3% | 50.7% | 11.2% | 1.6% | 10.5% | 6.1% |
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 India Opportunities (IOP) Sr 1 | Mid & Small Cap | Manish Sonthalia | 15 February 2010 | 12Y 4M | 1122 | Nifty SmallCap 100 TRI | 7.8% | 24 | 13 |
| 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 | 16.80% | -17.42% | 58.9% | -0.62% | 0.93 | 15.15% | 0.97 | -1.69% | -0.13 | 46.58 % |
| Nifty 500 | 14.06% | -16.75% | -2.69% | 1.42 | -1.85% | -0.17 | 46.58 % | |||
| Nifty Midcap 100 | 6.24% | -13.29% | -7.05% | 1.05 | -3.12% | -0.31 | 46.58 % | |||
| Nifty Smallcap 100 | 1.47% | -11.84% | -10.37% | 0.73 | -0.35% | -0.03 | 48.63 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| KAJARIA CERAMICS LTD | 5.56 |
| CENTRAL DEPOSITORY SERVICES (INDIA) LTD | 5.43 |
| GLAND PHARMA LTD | 4.96 |
| Vip Industries Ltd | 4.95 |
| Blue Star Ltd | 4.83 |
| Birla Corporation Ltd | 4.77 |
| ANGEL ONE LTD | 4.47 |
| MASTEK LTD | 4.34 |
| PERSISTENT SYSTEMS LTD | 4.28 |
| KEI INDUSTRIES LTD | 4.06 |
| Top 10 Equity Holdings | 47.65 |
Sector Allocation
| Holding | % |
|---|---|
| Transport Services | 2.33 |
| Chemicals & Petrochemicals | 2.53 |
| Telecom - Services | 2.56 |
| Beverages | 2.79 |
| Finance | 3.28 |
| Cement & Cement Products | 4.77 |
| Insurance | 6.45 |
| Pharmaceuticals & Biotechnology | 7.61 |
| Capital Markets | 9.90 |
| Industrial Products | 9.99 |
| IT - Software | 12.59 |
| Cash & Cash Equivalents | 12.87 |
| Consumer Durables | 22.33 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 7.4 |
| Mid Cap | 18.5 |
| Small Cap | 61.3 |
| Cash | 12.9 |
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 May 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 Mar 22.
