Attempts to screen companies that have, in their view, the largest real business upside within listed equities. These names are then run through their extensive forensic framework to be identified for an in-depth engagement. They become prospective candidates for a portfolio that is typically comprised of 10-20 names. It is a strategy that focuses on delivering superior risk adjusted returns by primarily targeting under institutionalized names without associated volatility. It aims to create a book that possesses superior cash flow growth over meaningful periods.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|BSE Small Cap||-2.00%||1.70%||16.70%||-1.80%||26.40%||28.30%||8.80%||14.80%||10.70%|
|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 Minerva Under Served||Mid & Small Cap||Mr. Piyush Sharma||01 April 2011||11Y 9M||-||BSE Small Cap||18.20%||13||NA|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||3.71%||17.62%||60.87%||21.33%||0.78||20.76%||0.71||8.94%||0.58||55.80 %|
|Nifty 500||1.29%||18.55%||19.84%||0.83||8.19%||0.58||55.80 %|
|Nifty Midcap 100||-5.50%||22.92%||17.42%||0.63||6.71%||0.49||56.52 %|
|Nifty Smallcap 100||1.22%||31.79%||33.01%||0.49||10.78%||0.70||55.80 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
#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.