The objective is to invest in compounding stories (companies with tail winds of growth that are focused on disciplined growth around a core business definition, and where success is reflected in an expanding moat and increasing market share and ROE).
|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|
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|
|Solidarity Advisors Prudence||Multi Cap||Mr. Manish Gupta||11 May 2016||7Y 0M||Nifty 50||5|
|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||-1.12%||8.71%||70.42%||7.59%||0.73||14.40%||1.59||6.75%||0.59||49.30 %|
|Nifty 500||-1.11%||6.62%||5.51%||0.97||6.44%||0.65||54.93 %|
|Nifty Midcap 100||-7.24%||8.39%||1.15%||0.90||6.53%||0.66||56.34 %|
|Nifty Smallcap 100||1.56%||-3.72%||-2.16%||0.66||8.77%||0.63||53.52 %|
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#Returns as of 30 Apr 2023. 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.