A Multicap Portfolio which aims to deliver superior returns by participating in India growth story through a focused portfolio of high growth businesses that stand to benefit from economic transformation in India, including the shift in business from unorganised to organized sector.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 8.41% | 1.02 | 16.92% | 60.87% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Nippon Life India Asset Management Ltd Indian Economic Transformation | 2.41% | 15.44% | 0.56% | 2.81% | 2.84% | 14.01% | 11.46% | - | 14.73% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | - | 14.74% |
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 Life India Asset Management Ltd Indian Economic Transformation | Multi Cap & Flexi Cap | Mr. Gurbir Singh Chopra | 22 October 2018 | 7Y 9M | 44.85 | S&P BSE 500 TRI | 14.73% | 30 | NA |
| 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 | 6.94% | 1.47% | 60.87% | 8.41% | 1.02 | 16.92% | -0.01 | 2.81% | 0.37 | 53.26 % |
| Nifty 500 | 3.35% | 0.83% | 4.18% | 0.96 | 0.85% | 0.15 | 55.43 % | |||
| Nifty Midcap 100 | -4.07% | 0.12% | -3.95% | 0.82 | -4.15% | -0.53 | 41.30 % | |||
| Nifty Smallcap 100 | 2.35% | -0.23% | 2.12% | 0.64 | -1.33% | -0.11 | 46.74 % | |||
| BSE 500 | 3.81% | 0.85% | 4.66% | 0.97 | 1.07% | 0.18 | 55.43 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 19.54 |
| Mid Cap | 22.85 |
| Small Cap | 27.85 |
| Cash | 29.76 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
