NAFA Asset Managers Small Cap Portfolio seeks to invest in small cap businesses with visionary management having potential to scale up and grow exponentially over a 5 to 7 year time frame.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| NAFA Asset Small Cap Portfolio | Mid & Small Cap | Mr. N Balaji Vaidyanath | 11 March 2019 | 5Y 6M | BSE 500 Index | 5 |
| 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 | 19.81% | 11.09% | 67.74% | 30.90% | 0.47 | 11.25% | 7.46 | 13.05% | 1.03 | 58.06 % |
| Nifty 500 | 11.89% | 14.51% | 26.40% | 0.66 | 11.76% | 1.10 | 61.29 % | |||
| Nifty Midcap 100 | -4.15% | 12.78% | 8.63% | 0.54 | 8.56% | 0.80 | 61.29 % | |||
| Nifty Smallcap 100 | -11.72% | 12.24% | 0.52% | 0.56 | 9.51% | 0.73 | 48.39 % | |||
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Disclaimer
#Returns as of 31 Aug 2024. 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.
