The Portfolio’s objective is to generate capital appreciation in long term by investing in equity and equity related instruments.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 19.56% | 0.27 | 10.10% | 69.77% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| NJ Asset Management Bluechip Portfolio | Multi Cap | Rule Based Active Investing | 12 March 2018 | 4Y 10M | Nifty 500 TRI | 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% | 22.21% | 69.77% | 24.05% | 0.42 | 10.10% | 7.63 | 6.53% | 0.64 | 51.16 % |
| Nifty 500 | -0.19% | 19.75% | 19.56% | 0.27 | 7.56% | 0.70 | 51.16 % | |||
| Nifty Midcap 100 | -5.79% | 7.57% | 1.78% | 0.06 | 8.93% | 0.56 | 55.81 % | |||
| Nifty Smallcap 100 | 2.89% | -9.22% | -6.33% | -0.11 | 13.67% | 0.64 | 55.81 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 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 Sep 21.
