Concentrated Portfolio of Companies with High Growth and Long-Term Approach
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -10.82% | 0.90 | 13.83% | 43.48% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Purnartha Long Term Equity with Concentrated Portfolio | Multi Cap | Mr. Rohit Jain | 17 September 2020 | 2Y 4M | Nifty 500 | 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 | 1.84% | -13.67% | 43.48% | -11.83% | 0.85 | 13.83% | -1.09 | -16.76% | -1.52 | 30.43 % |
| Nifty 500 | -0.19% | -10.63% | -10.82% | 0.90 | -18.82% | -1.75 | 34.78 % | |||
| Nifty Midcap 100 | -5.79% | -3.75% | -9.54% | 0.60 | -26.18% | -2.00 | 26.09 % | |||
| Nifty Smallcap 100 | 2.89% | -1.11% | 1.78% | 0.35 | -22.73% | -1.18 | 30.43 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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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 Jun 22.
