The investment objective of the SRE shield portfolio is to generate long term wealth along with focus on capital protection.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
1.61% | 0.80 | 12.44% | 66.04% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Sykes & Ray Equities (I) Ltd SRE Shield | 2.86% | 10.79% | 18.43% | 35.98% | 16.21% | 14.56% | 14.06% | - | 12.09% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.34% | 19.78% | 19.45% | 18.98% | - | 15.85% |
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 |
---|---|---|---|---|---|---|---|---|---|
Sykes & Ray Equities (I) Ltd SRE Shield | Large Cap | Nitesh Chand | 31 May 2018 | 5Y 9M | 36.2 | BSE 500 TRI | 12.09% | - | NA |
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 | 2.46% | 0.64% | 66.04% | 3.10% | 0.86 | 12.44% | -0.28 | -1.99% | -0.28 | 60.38 % |
Nifty 500 | -1.37% | 2.98% | 1.61% | 0.80 | -1.98% | -0.27 | 52.83 % | |||
Nifty Midcap 100 | -14.73% | 13.92% | -0.81% | 0.60 | -2.47% | -0.18 | 45.28 % | |||
Nifty Smallcap 100 | -17.40% | 32.18% | 14.78% | 0.48 | 5.30% | 0.28 | 50.94 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
TATA MOTORS LTD DVR | 4.83 |
LARSEN & TOUBRO LTD. | 4.36 |
TATA CONSUMER PRODUCTS LTD | 3.53 |
BAJAJ AUTO LTD. | 3.36 |
ULTRATECH CEMENT LTD. | 3.31 |
BAJAJ FINANCE LIMITED | 3.23 |
RELIANCE INDUSTRIES LTD. | 3.21 |
ICICI BANK LTD. | 3.19 |
NIPPON INDIA ETF NIFTY PSU BANK BEES | 3.16 |
TITAN COMPANY LIMITED | 3.08 |
Top 10 Equity Holdings | 35.26 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 66.99 |
Mid Cap | 26.42 |
Small Cap | 0.00 |
Cash | 6.59 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. 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.