A diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing in Mid & Small cap companies enjoying some economic moat or undergoing special situations or in the midst of unfavourable business cycle. In other words, it is a mid & small cap focussed portfolio aiming to generate superior risk adjusted return by investing primarily in value and growth-oriented quality companies from under institutionalized space.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 7.18% | 0.79 | 13.26% | 67.57% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.40% | 0.20% | 19.00% | -1.60% | 32.60% | 28.50% | 13.60% | 15.60% | 15.40% |
| Nifty Midcap 150 | -1.70% | 2.00% | 18.40% | 3.00% | 22.90% | 23.40% | 10.20% | 16.10% | 16.40% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Right Horizons Super Value | Mid & Small Cap | Mr. Anil Rego | 30 November 2012 | 10Y 1M | 37.5 | Nifty Midcap 150 | 15.40% | 27 | 4 |
| 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 | 3.71% | 9.91% | 67.57% | 13.62% | 0.57 | 13.26% | 2.18 | 11.23% | 0.77 | 51.35 % |
| Nifty 500 | 1.29% | 10.25% | 11.54% | 0.78 | 10.26% | 0.78 | 54.05 % | |||
| Nifty Midcap 100 | -5.50% | 12.68% | 7.18% | 0.79 | 8.18% | 0.66 | 48.65 % | |||
| Nifty Smallcap 100 | 1.22% | 2.65% | 3.87% | 0.52 | 9.69% | 0.59 | 45.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Sirca Paints India Ltd. | 6.74 |
| Polycab India Ltd. | 6.25 |
| Kei Industries Ltd. | 5.99 |
| Apollo Pipes Ltd. | 5.38 |
| Apl Apollo Tubes Ltd. | 4.94 |
| Top 5 Equity Holdings | 29.30 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Goods | 0.00 |
| Pharma | 5.54 |
| Chemicals | 11.31 |
| Others | 12.00 |
| Financial Services | 16.79 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 36.40 |
| Mid Cap | 36.00 |
| Small Cap | 26.40 |
| Cash | 1.20 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
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 Mar 22.
