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) |
|---|---|---|---|
| -0.56% | 1.14 | 13.04% | 69.05% |
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 The Indian Economic Transformation Portfolio (ETP) | Multi Cap | Varun Goel | 22 October 2018 | 4Y 3M | Nifty 500 | 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 | 1.84% | -0.32% | 69.05% | 1.52% | 0.92 | 13.04% | 1.28 | 1.17% | 0.14 | 52.38 % |
| Nifty 500 | -0.19% | -0.37% | -0.56% | 1.14 | 0.76% | 0.10 | 59.52 % | |||
| Nifty Midcap 100 | -5.79% | 0.87% | -4.92% | 0.90 | 0.24% | 0.03 | 52.38 % | |||
| Nifty Smallcap 100 | 2.89% | -11.12% | -8.23% | 0.55 | 0.36% | 0.03 | 42.86 % | |||
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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.
