The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-8.64% | 0.71 | 13.97% | 64% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -3.7% | -5.6% | -6.2% | 10.7% | 46.8% | 17.4% | - | - | 7.7% |
Nifty SmallCap 100 TRI | -1.6% | -8.3% | -9.7% | 11.3% | 58.0% | 15.7% | - | - | 3.4% |
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 2 | Mid & Small Cap | Manish Sonthalia | 05 February 2018 | 4Y 3M | 4877 | Nifty SmallCap 100 TRI | 7.7% | 26 | 15 |
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 | 17.67% | -16.56% | 64% | 1.11% | 0.74 | 13.97% | 1.17 | -4.23% | -0.31 | 56.00 % |
Nifty 500 | 14.86% | -15.83% | -0.97% | 1.22 | -3.30% | -0.29 | 56.00 % | |||
Nifty Midcap 100 | 7.01% | -12.34% | -5.33% | 0.97 | -1.61% | -0.20 | 54.00 % | |||
Nifty Smallcap 100 | 1.90% | -10.54% | -8.64% | 0.71 | 3.30% | 0.37 | 52.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Can Fin Homes Limited | 6.22 |
VIP Industries Limited | 5.84 |
Birla Corporation Limited | 5.54 |
Kajaria Ceramics Limited | 5.36 |
Angel One Ltd. | 5.13 |
Central Depository Services (India) Limited | 5.11 |
Gland Pharma Limited | 4.84 |
Persistent Systems Ltd. | 4.70 |
Mastek Ltd. | 4.37 |
Blue Star Limited | 3.95 |
SBI Life Insurance Company Ltd. | 3.90 |
Birlasoft Ltd. | 3.80 |
ICICI Securities Limited | 3.57 |
Century Plyboards (India) Limited | 3.47 |
Max Financial Services Limited | 3.34 |
Supriya Lifescience LTD | 3.13 |
Ipca Laboratories Limited | 3.09 |
Clean Science and Technology Limited | 2.56 |
Globus Spirits Ltd. | 2.56 |
KEI Industries Limited | 2.56 |
Amber Enterprises India Ltd. | 2.32 |
Prince Pipes and Fittings Limited | 2.03 |
Greaves Cotton Limited | 1.96 |
Blue Dart Express Limited | 1.88 |
Top 24 Equity Holdings | 100.00 |
Sector Allocation
Holding | % |
---|---|
Construction Project | 1.08 |
Consumer Staples | 1.31 |
Transportation | 1.60 |
Pesticides | 2.58 |
Chemicals | 3.32 |
Industrial Products | 3.48 |
Commercial Services | 4.17 |
NBFC | 5.62 |
Cement | 6.34 |
Auto & Auto Ancillaries | 7.87 |
Construction | 8.90 |
Oil & Gas | 12.02 |
Pharmaceuticals | 12.24 |
Consumer Discretionary | 14.00 |
Non-Lending Financials | 15.65 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 8.9 |
Mid Cap | 18.8 |
Small Cap | 60.3 |
Cash | 12.0 |
Disclaimer
#Returns as of 30 Apr 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.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
