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) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 | 12Y 5M | NIFTY 500 | 6 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 15.62% | -16.32% | 60.84% | -0.70% | 0.92 | 12.13% | 1.29 | 4.03% | 0.48 | 50.35 % |
Nifty 500 | 7.48% | -13.91% | -6.43% | 0.87 | 2.89% | 0.41 | 50.35 % | |||
Nifty Midcap 100 | -8.46% | -18.78% | -27.24% | 0.74 | 0.18% | 0.02 | 51.75 % | |||
Nifty Smallcap 100 | -15.98% | -20.31% | -36.29% | 0.64 | 3.03% | 0.23 | 50.35 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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#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 Dec 23.