- 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 |
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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 |
---|---|---|---|---|---|---|---|---|---|
Nippon India Emerging India | Mid & Small Cap | Varun Goel | 07 March 2017 | 7Y 6M | 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 | 19.81% | -22.53% | 59.72% | -2.72% | 0.84 | 14.49% | -0.48 | -0.37% | -0.03 | 52.78 % |
Nifty 500 | 11.89% | -12.95% | -1.06% | 0.86 | 0.59% | 0.06 | 54.17 % | |||
Nifty Midcap 100 | -4.15% | -0.32% | -4.47% | 0.79 | 1.80% | 0.21 | 50.00 % | |||
Nifty Smallcap 100 | -11.72% | 22.21% | 10.49% | 0.68 | 7.49% | 0.62 | 56.94 % |
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 Mar 23.