Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multi cap portfolio of 20-25 listed companies in India.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -5.78% | 1.14 | 17.33% | 63.89% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -4.80% | 0.20% | 12.50% | -6.50% | 13.10% | 16.50% | 5.90% | 15.50% | 15.90% |
| Nifty 500 | -3.10% | 4.20% | 15.40% | 3.00% | 15.80% | 16.10% | 10.20% | 12.50% | 8.40% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Quest Investment Flagship PMS | Multi Cap | Mr. Aniruddha Sarkar | 12 October 2007 | 15Y 3M | 713 | Nifty 500 | 15.90% | 24 | 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% | -6.13% | 63.89% | -4.29% | 1.23 | 17.33% | -0.63 | 8.32% | 0.57 | 55.56 % |
| Nifty 500 | -0.19% | -5.59% | -5.78% | 1.14 | 7.87% | 0.59 | 56.67 % | |||
| Nifty Midcap 100 | -5.79% | -2.41% | -8.20% | 0.86 | 5.76% | 0.43 | 51.11 % | |||
| Nifty Smallcap 100 | 2.89% | 4.5% | 7.39% | 0.72 | 10.90% | 0.66 | 57.22 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| RELIANCE INDUSTRIES LTD | 7.80 |
| STATE BANK OF INDIA | 6.80 |
| TATA MOTORS LTD DVR | 6.80 |
| HDFC LTD | 6.30 |
| BAJAJ FINSERV LTD | 6.00 |
| ICICI BANK LTD | 6.00 |
| ZOMATO LTD | 4.80 |
| COAL INDIA LTD | 4.10 |
| AMBUJA CEMENTS LTD. | 3.90 |
| HINDUSTAN AERONAUTIC | 3.60 |
| Top 10 Equity Holdings | 56.10 |
Sector Allocation
| Holding | % |
|---|---|
| Materials | 6.94 |
| Cement & Cement Products | 8.43 |
| Pharma | 12.01 |
| Information Technology | 20.08 |
| Financial Services | 30.48 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 78.70 |
| Mid Cap | 13.30 |
| Small Cap | 2.40 |
| Cash | 5.60 |
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 22.
