To seek long term capital appreciation by investing in companies that can be termed as small caps.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 28.68% | 0.74 | 17.56% | 64.52% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.8% | -4.8% | 14.6% | -0.2% | 24.3% | 20.6% | 4.8% | 16.9% | 14.5% |
| S&P BSE Smallcap | -2% | 1.7% | 16.7% | -1.8% | 26.5% | 28.3% | 8.5% | 14.6% | 10.7% |
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 Rising Stars | Mid & Small Cap | Mr. Madanagopal Ramu | 01 November 2009 | 13Y 2M | 82 | S&P BSE Smallcap | 14.5% | - | 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 | 3.71% | 13.29% | 64.52% | 17.00% | 1.09 | 17.56% | 0.59 | 5.33% | 0.38 | 52.90 % |
| Nifty 500 | 1.29% | 14.22% | 15.51% | 1.06 | 4.88% | 0.40 | 56.13 % | |||
| Nifty Midcap 100 | -5.50% | 18.59% | 13.09% | 0.82 | 3.31% | 0.29 | 55.48 % | |||
| Nifty Smallcap 100 | 1.22% | 27.46% | 28.68% | 0.74 | 6.83% | 0.51 | 52.26 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| CITY UNION BANK LTD | 9.70 |
| NAVIN FLUORINE INTERNATIONAL LTD | 9.20 |
| SAFARI INDUSTRIES LTD | 8.70 |
| RAINBOW CHILDRENS MEDICARE LIMITED | 8.30 |
| Sapphire Foods India Limited | 7.80 |
| Top 5 Equity Holdings | 43.71 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 8.20 |
| Chemicals | 9.60 |
| Financial Services | 15.00 |
| Consumer Services | 17.80 |
| Consumer Durables | 23.90 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | 9 |
| Small Cap | 72 |
| Cash | 1 |
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.
