A diversified Large cap focussed fund, aiming to deliver superior risk adjusted return using Artificial Intelligence Framework for stock selection. The AI Engine (AlphaBots) is provided by AlphaBlock.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.90% | 1.14 | 14.85% | 55.56% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.9% | -1.9% | -4.6% | -1.8% | 27.3% | 13.8% | - | - | 12.1% |
| BSE 200 | 4.4% | 5.2% | 4.9% | 2.8% | 26.5% | 16.3% | - | - | 14.2% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Right Horizons AlphaBots India Prime | Multi Cap | Mr. Anil Rego | 01 May 2019 | 3Y 6M | - | BSE 200 | 12.1% | 41 | 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 | 1.86% | 1.11% | 55.56% | 2.97% | 1.01 | 14.85% | 1.23 | 0.72% | 0.08 | 47.22 % |
| Nifty 500 | -0.16% | 1.06% | 0.90% | 1.14 | -0.70% | -0.08 | 44.44 % | |||
| Nifty Midcap 100 | -5.73% | 2.27% | -3.46% | 0.92 | -4.43% | -0.41 | 44.44 % | |||
| Nifty Smallcap 100 | 3.02% | -9.8% | -6.78% | 0.44 | -2.54% | -0.15 | 41.67 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Indian Railway Catering & Tourism Corpn. Ltd. | 7.15 |
| Adani Enterprises Ltd. | 6.46 |
| Alkem Laboratories Ltd. | 6.23 |
| Tata Power Company Ltd. | 5.30 |
| LIC Housing Finance Ltd. | 4.83 |
| Top 5 Equity Holdings | 29.97 |
Sector Allocation
| Holding | % |
|---|---|
| Automobile | 5.41 |
| Petroleum Products | 6.03 |
| Pharma | 6.23 |
| Financial Services | 10.09 |
| Consumer Goods | 10.37 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 90.0 |
| Mid Cap | 2.8 |
| Small Cap | 0.0 |
| Cash | 7.2 |
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 Oct 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 Mar 22.
