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) |
|---|
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 | 5Y 1M | 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 | 5.86% | -8.93% | 61.11% | -3.07% | 1.09 | 15.95% | -0.46 | 0.07% | 0.01 | 46.30 % |
| Nifty 500 | 4.08% | -5.5% | -1.42% | 1.06 | 0.19% | 0.03 | 59.26 % | |||
| Nifty Midcap 100 | -8.70% | 3.87% | -4.83% | 0.90 | -1.07% | -0.13 | 48.15 % | |||
| Nifty Smallcap 100 | -10.58% | 20.72% | 10.14% | 0.79 | 3.06% | 0.25 | 48.15 % | |||
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Disclaimer
#Returns as of 31 Oct 2023. 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.
