The Key investment objective is to outperform S&P BSE 500. It is primarily done by managing the beta of the portfolio while adding alpha opportunistically based on a rigorous bottom up proprietary model.

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 |
---|---|---|---|---|---|---|---|---|---|
Narnolia Multicap Strategy | Multi Cap | Shailendra Kumar | 27 March 2012 | 11Y 2M | NIFTY 500 | 6 |
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 | -1.12% | -5.61% | 64.66% | -6.73% | 0.87 | 13.24% | -0.83 | 6.53% | 0.76 | 56.39 % |
Nifty 500 | -1.11% | -3.96% | -5.07% | 0.80 | 6.01% | 0.83 | 57.89 % | |||
Nifty Midcap 100 | -7.24% | -1.25% | -8.49% | 0.69 | 4.77% | 0.52 | 57.89 % | |||
Nifty Smallcap 100 | 1.56% | 4.92% | 6.48% | 0.62 | 8.64% | 0.63 | 56.39 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2023. 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 23.