The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 |
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NJ Asset Management Multicap Portfolio | Multi Cap | Rule Based Active Investing | 02 April 2016 | 8Y 5M | Nifty 500 TRI | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 15.62% | 10.59% | 65.15% | 26.21% | 0.14 | 10.47% | 7.57 | 0.07% | 0.01 | 46.97 % |
Nifty 500 | 7.48% | 14.24% | 21.72% | 0.24 | -0.31% | -0.03 | 45.45 % | |||
Nifty Midcap 100 | -8.46% | 12.41% | 3.95% | 0.31 | -0.48% | -0.05 | 45.45 % | |||
Nifty Smallcap 100 | -15.98% | 11.82% | -4.16% | 0.34 | 1.55% | 0.11 | 46.97 % |
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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#Returns as of 31 Aug 2024. 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.