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) |
|---|---|---|---|
| 11.51% | 0.90 | 12.21% | 66.24% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.8% | 7.9% | 3.4% | -0.3% | 30.8% | 28.3% | 16.3% | 21.9% | 20.7% |
| Nifty 500 | 4.5% | 8.5% | 7.1% | 5.3% | 27.9% | 19.5% | 12.0% | 14.0% | 13.2% |
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 | 10Y 11M | 292 | Nifty 500 | 20.7% | 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 | -1.17% | 14.75% | 66.24% | 13.58% | 0.83 | 12.21% | 2.36 | -0.11% | -0.01 | 52.87 % |
| Nifty 500 | -1.70% | 13.21% | 11.51% | 0.90 | -1.14% | -0.08 | 49.04 % | |||
| Nifty Midcap 100 | -5.27% | 12.41% | 7.14% | 0.72 | -3.78% | -0.25 | 47.13 % | |||
| Nifty Smallcap 100 | 0.11% | 3.72% | 3.83% | 0.42 | -1.31% | -0.07 | 45.22 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AU SMALL FINANCE BANK LTD | 8.91 |
| ICICI BANK LTD | 8.10 |
| ASIAN PAINTS LTD | 7.85 |
| AXIS BANK LTD. | 6.25 |
| SRF LTD | 5.37 |
| Top 5 Equity Holdings | 36.48 |
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 | 46.0 |
| Mid Cap | 27.0 |
| Small Cap | 21.0 |
| Cash | 6.0 |
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 Aug 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.
