Large cap focussed fund, aiming to deliver superior risk adjusted return using Core Portfolio of Business Leaders and Satellite Portfolio of emerging leaders
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 5.84% | 0.99 | 12.86% | 72.97% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -3.7% | -2.7% | -7.7% | 19.0% | 33.6% | 16.3% | 10.1% | - | 11.7% |
| Nifty 50 | -2.1% | -1.4% | -3.2% | 16.9% | 31.7% | 13.3% | 12.9% | - | 12.5% |
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 India Business Leaders | Large Cap | Mr. Anil Rego | 01 April 2019 | 3Y 1M | - | Nifty 50 | 11.7% | 19 | 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 | -2.98% | 8.82% | 72.97% | 5.84% | 0.99 | 12.86% | 1.64 | 3.38% | 0.50 | 56.76 % |
| Nifty 500 | -6.24% | 10.01% | 3.77% | 1.09 | 2.43% | 0.35 | 62.16 % | |||
| Nifty Midcap 100 | -15.93% | 15.33% | -0.60% | 0.74 | 0.41% | 0.03 | 45.95 % | |||
| Nifty Smallcap 100 | -22.06% | 18.15% | -3.91% | 0.39 | 1.88% | 0.10 | 40.54 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Infosys Ltd. | 8.17 |
| ICICI Bank Ltd. | 7.60 |
| HDFC Bank Ltd | 7.00 |
| Tata Steel Ltd. | 6.97 |
| Reliance Industries Ltd. | 6.38 |
| Top 5 Equity Holdings | 36.12 |
Sector Allocation
| Holding | % |
|---|---|
| Energy | 4.55 |
| Chemicals | 5.16 |
| Pharma | 8.93 |
| Information Technology | 13.75 |
| Financial Services | 40.64 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 97.7 |
| Mid Cap | 1.0 |
| Small Cap | 0.0 |
| Cash | 1.3 |
Disclaimer
#Returns as of 30 Apr 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.
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