To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 8.99% | 0.90 | 12.70% | 64.38% |
Key Attributes
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -0.6% | -0.6% | -5.6% | 22.7% | 39.7% | 21.6% | 14.2% | 16.1% | 18.7% |
| Nify 500 | -0.7% | -0.9% | -2.0% | 19.6% | 35.9% | 15.2% | 12.5% | 13.5% | 11.1% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates SISOP | Multi Cap | Madanagopal Ramu | 01 February 2010 | 12Y 3M | 951 | Nify 500 | 18.7% | 15 | 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 | 6.26% | 4.8% | 64.38% | 11.06% | 0.91 | 12.70% | 2.07 | 7.71% | 0.65 | 50.68 % |
| Nifty 500 | 3.61% | 5.38% | 8.99% | 0.90 | 7.55% | 0.68 | 55.48 % | |||
| Nifty Midcap 100 | -3.94% | 8.56% | 4.62% | 0.66 | 6.28% | 0.50 | 57.53 % | |||
| Nifty Smallcap 100 | -8.92% | 10.23% | 1.31% | 0.32 | 9.04% | 0.54 | 52.74 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AU SMALL FINANCE BANK LTD | 11.00 |
| ICICI BANK LTD | 10.20 |
| MINDTREE LTD | 9.31 |
| INFOSYS LIMITED | 9.21 |
| ASTRAL LIMITED | 7.32 |
| Top 5 Equity Holdings | 47.04 |
Sector Allocation
| Holding | % |
|---|---|
| Financial Services | 29.90 |
| Information Technology | 17.00 |
| Consumer Goods | 10.40 |
| Industrial Manufacturing | 7.90 |
| Chemicals | 5.20 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 59.0 |
| Mid Cap | 28.0 |
| Small Cap | 4.0 |
| Cash | 10.0 |
Disclaimer
#Returns as of 30 Apr 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.
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