- Mid Cap portfolio of high growth emerging businesses that are existing / potential leaders in their field of operations
- Benchmark agnostic concentrated portfolio of our top 15 – 25 ideas
- Investments are made with a 3 year plus Buy & Hold view
- Bottom-up stock picking resulting in a Unique & Differentiated Portfolio

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 |
---|---|---|---|---|---|---|---|---|---|
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 |
---|---|---|---|---|---|---|---|---|---|
Nippon India Emerging India | Mid & Small Cap | Varun Goel | 07 March 2017 | 5Y 10M | Nifty Midcap 100 | 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 | 3.71% | 1.02% | 63.33% | 4.73% | 0.77 | 12.75% | 1.57 | 0.19% | 0.01 | 53.33 % |
Nifty 500 | 1.29% | 1.37% | 2.66% | 1.13 | 0.98% | 0.09 | 55.00 % | |||
Nifty Midcap 100 | -5.50% | 3.79% | -1.71% | 0.91 | 3.24% | 0.37 | 55.00 % | |||
Nifty Smallcap 100 | 1.22% | -6.24% | -5.02% | 0.58 | 6.73% | 0.54 | 56.67 % |
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 31 Dec 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.