The investment objective of Prudent Equity Growth Strategy PMS is to identify and invest in companies trading below their intrinsic value, offering strong upside potential with limited downside risk. Employing a bottom-up value investing approach, the strategy emphasizes capital protection while targeting superior long-term returns. It focuses on companies with robust financials, effective management, and efficient capital allocation, aiming to achieve sustainable growth and attractive risk-adjusted gains.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| Prudent Equity Pvt Ltd Prudent Equity Growth Strategy | Multi Cap & Flexi Cap | Mr. Diwakar Rana , Siddharth Oberoi | 02 July 2024 | 2Y 1M | 30.12 | S&P BSE 500 TRI | 0.67% | - | 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 | 6.94% | 1.33% | 56.52% | 8.27% | 1.20 | 20.63% | -0.01 | 2.49% | 0.25 | 47.83 % |
| Nifty 500 | 3.35% | 0.69% | 4.04% | 1.15 | 1.42% | 0.18 | 47.83 % | |||
| Nifty Midcap 100 | -4.07% | -0.02% | -4.09% | 0.98 | -3.12% | -0.36 | 43.48 % | |||
| Nifty Smallcap 100 | 2.35% | -0.37% | 1.98% | 0.80 | 2.26% | 0.22 | 52.17 % | |||
| BSE 500 | 3.81% | 0.71% | 4.52% | 1.16 | 1.98% | 0.25 | 52.17 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.


