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) |
|---|---|---|---|
| -3.79% | 0.83 | 18.66% | 57.89% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.8% | 1.1% | -10.0% | -16.1% | 14.3% | 7.8% | -1.3% | 9.2% | 7.6% |
| Nifty SmallCap 100 TRI | 1.1% | 2.8% | -8.1% | -17.0% | 23.4% | 17.1% | 0.0% | 9.8% | 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 9M | 955.8 | Nifty SmallCap 100 TRI | 7.6% | 26 | 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 | 3.75% | -19.22% | 57.89% | -15.47% | 1.18 | 18.66% | -1.18 | -2.80% | -0.22 | 45.39 % |
| Nifty 500 | 1.36% | -18.32% | -16.96% | 1.14 | -3.10% | -0.28 | 45.39 % | |||
| Nifty Midcap 100 | -5.31% | -14.07% | -19.38% | 0.88 | -4.65% | -0.45 | 45.39 % | |||
| Nifty Smallcap 100 | 1.68% | -5.47% | -3.79% | 0.83 | -0.71% | -0.05 | 48.03 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| KAJARIA CERAMICS LTD | 5.18 |
| KEI INDUSTRIES LTD | 5.06 |
| Birla Corporation Ltd | 4.77 |
| Blue Star Ltd | 4.64 |
| ANGEL ONE LTD | 4.60 |
| CENTRAL DEPOSITORY SERVICES (INDIA) LTD | 4.38 |
| Vip Industries Ltd | 4.31 |
| PERSISTENT SYSTEMS LTD | 4.14 |
| Tvs Motor Ltd | 3.86 |
| BIRLASOFT LTD | 3.60 |
| Top 10 Equity Holdings | 44.54 |
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 | 3.1 |
| Mid Cap | 25.9 |
| Small Cap | 54.3 |
| Cash | 16.8 |
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 Oct 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 22.
