The investment objective is to provide capital appreciation in medium term with relatively lower volatility through a dynamically managed portfolio of equity and debt securities.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| NJ Asset Management Dynamic Stock Allocation Portfolio Aggressive | Multi Cap | Rule Based Active Investing | 02 April 2016 | 9Y 6M | Nifty 500 TRI | 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 | 9.68% | -41.87% | 68.18% | -32.19% | 0.15 | 3.83% | 5.44 | -5.24% | -0.42 | 46.97 % |
| Nifty 500 | 10.23% | -46.91% | -36.68% | 0.08 | -5.62% | -0.44 | 42.42 % | |||
| Nifty Midcap 100 | 5.14% | -59.59% | -54.45% | 0.03 | -5.79% | -0.33 | 36.36 % | |||
| Nifty Smallcap 100 | 10.83% | -73.4% | -62.57% | -0.06 | -3.76% | -0.17 | 37.88 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Aug 2025. 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.
