Suited for the investors who seek long term capital growth by investing in a diversified portfolio of companies
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -3.52% | 1.10 | 16.87% | 65.91% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.6% | -1.6% | 11.4% | -7% | 15% | 20.6% | 12.2% | 20.1% | 19.6% |
| Nifty 500 | -3.1% | 4.2% | 15.4% | 3% | 15.8% | 16.1% | 10.2% | 12.5% | 12.8% |
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 Voyager | Multi Cap | Madanagopal Ramu | 01 October 2011 | 11Y 3M | 281 | Nifty 500 | 19.6% | 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 | 1.84% | -3.87% | 65.91% | -2.03% | 1.16 | 16.87% | -0.51 | 9.21% | 0.75 | 59.85 % |
| Nifty 500 | -0.19% | -3.33% | -3.52% | 1.10 | 8.27% | 0.75 | 56.06 % | |||
| Nifty Midcap 100 | -5.79% | -0.15% | -5.94% | 0.83 | 6.38% | 0.54 | 53.79 % | |||
| Nifty Smallcap 100 | 2.89% | 6.76% | 9.65% | 0.69 | 11.07% | 0.72 | 56.82 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AXIS BANK LTD. | 9.20 |
| ICICI BANK LTD | 8.40 |
| ASIAN PAINTS LTD | 7.40 |
| NAVIN FLUORINE INTERNATIONAL LTD | 7.20 |
| AU SMALL FINANCE BANK LTD | 6.60 |
| Top 5 Equity Holdings | 38.75 |
Sector Allocation
| Holding | % |
|---|---|
| Construction Materials | 5.30 |
| Healthcare | 6.10 |
| Chemicals | 14.90 |
| Consumer Durables | 15.40 |
| Financial Services | 35.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 49.2 |
| Mid Cap | 26.4 |
| Small Cap | 22 |
| Cash | 2. |
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 Sep 22.
