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) |
|---|---|---|---|
| 18.91% | 0.59 | 14.57% | 63.82% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 9.3% | 13.2% | 10.9% | 16.3% | 39.4% | 25.0% | 8.9% | 18.8% | 15.3% |
| S&P BSE Smallcap | 5.9% | 8.6% | 7.5% | 6.4% | 41.4% | 31.7% | 12.4% | 16.2% | 10.9% |
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 | 12Y 10M | 89 | S&P BSE Smallcap | 15.3% | - | 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 | 4.15% | 1.15% | 63.82% | 5.30% | 0.93 | 14.57% | 0.14 | 4.45% | 0.32 | 51.97 % |
| Nifty 500 | 3.21% | 3.1% | 6.31% | 1.23 | 4.19% | 0.35 | 55.92 % | |||
| Nifty Midcap 100 | -1.33% | 8.92% | 7.59% | 0.85 | 3.00% | 0.26 | 55.26 % | |||
| Nifty Smallcap 100 | 2.59% | 16.32% | 18.91% | 0.59 | 6.11% | 0.46 | 51.32 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| NAVIN FLUORINE INTERNATIONAL LTD | 10.31 |
| CITY UNION BANK LTD | 9.07 |
| WESTLIFE DEVELOPMENT LTD | 7.23 |
| HOME FIRST FINANCE COMPANY LIMITED | 6.94 |
| SAFARI INDUSTRIES LTD | 6.00 |
| Top 5 Equity Holdings | 39.55 |
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 | 0.0 |
| Mid Cap | 9.0 |
| Small Cap | 80.0 |
| Cash | 11.0 |
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 Jun 22.
