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) |
|---|
Investment Philosophy
• We seek secular compounding at a reasonable price
• Strong process orientation that uses frameworks for company evaluation, ascertaining fair valuation, portfolio construction and risk management.
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 6M | Nifty 50 | 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 | 5.86% | 1.73% | 70.42% | 7.59% | 0.73 | 14.40% | 1.59 | 6.75% | 0.59 | 49.30 % |
| Nifty 500 | 4.08% | 1.43% | 5.51% | 0.97 | 6.44% | 0.65 | 54.93 % | |||
| Nifty Midcap 100 | -8.70% | 9.85% | 1.15% | 0.90 | 6.53% | 0.66 | 56.34 % | |||
| Nifty Smallcap 100 | -10.58% | 8.42% | -2.16% | 0.66 | 8.77% | 0.63 | 53.52 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 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.
