Generate significant alpha and outperformance to benchmark by investing into a diversified sector agnostic multi cap portfolio of 25-30 listed companies in India with a higher allocation towards midcaps and small caps.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -3.07% | 1.04 | 15.91% | 62.24% |
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% | 1.20% | 14.50% | -3.80% | 16.70% | 20.30% | 7.90% | - | 14.50% |
| Nifty 500 | -3.10% | 4.20% | 15.40% | 3.00% | 15.80% | 16.10% | 10.20% | - | 11.60% |
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 Multi PMS | Multi Cap | Mr. Aniruddha Sarkar | 05 August 2014 | 8Y 5M | 845 | Nifty 500 | 14.50% | 28 | 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% | -3.42% | 62.24% | -1.58% | 1.10 | 15.91% | -0.52 | 4.97% | 0.41 | 54.08 % |
| Nifty 500 | -0.19% | -2.88% | -3.07% | 1.04 | 3.86% | 0.37 | 55.10 % | |||
| Nifty Midcap 100 | -5.79% | 0.3% | -5.49% | 0.79 | 1.52% | 0.15 | 45.92 % | |||
| Nifty Smallcap 100 | 2.89% | 7.22% | 10.11% | 0.68 | 6.94% | 0.55 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| TATA MOTORS DVR | 6.80 |
| RELIANCE IND | 5.90 |
| SBIN | 5.80 |
| ICICI BANK | 5.10 |
| BAJAJ FINSERV LTD | 4.70 |
| HINDUSTAN AERONAUTIC | 4.20 |
| HDFC Ltd | 4.10 |
| AMBUJA CEMENTS LTD | 4.00 |
| INFOSYS | 4.00 |
| BHEL | 3.70 |
| Top 10 Equity Holdings | 48.30 |
Sector Allocation
| Holding | % |
|---|---|
| Chemicals | 8.14 |
| Cement & Cement Products | 10.40 |
| Pharma | 13.81 |
| Financial Services | 16.79 |
| Information Technology | 18.64 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 67.30 |
| Mid Cap | 20.50 |
| Small Cap | 5.20 |
| Cash | 7.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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 Sep 22.
