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) |
|---|---|---|---|
| 15.69% | 0.56 | 12.41% | 65.1% |
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 | -0.7% | -1.9% | 2.0% | 33.7% | 50.1% | 18.0% | 8.6% | 18.9% | 15.2% |
| S&P BSE Smallcap | 1.4% | -2.1% | 2.2% | 32.0% | 60.6% | 25.1% | 13.2% | 15.5% | 11.2% |
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 Rising Stars | Mid & Small Cap | Mr. Madanagopal Ramu | 01 November 2009 | 12Y 6M | 84 | S&P BSE Smallcap | 15.2% | - | 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 | 17.67% | 7.78% | 65.1% | 25.45% | 0.69 | 12.41% | 3.28 | 4.77% | 0.34 | 52.35 % |
| Nifty 500 | 14.86% | 8.51% | 23.37% | 0.98 | 4.46% | 0.36 | 55.70 % | |||
| Nifty Midcap 100 | 7.01% | 12% | 19.01% | 0.78 | 3.16% | 0.27 | 55.70 % | |||
| Nifty Smallcap 100 | 1.90% | 13.79% | 15.69% | 0.56 | 5.49% | 0.41 | 50.34 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| NAVIN FLUORINE INTERNATIONAL LTD | 9.30 |
| GREENPANEL INDUSTRIES LTD | 7.34 |
| CITY UNION BANK LTD | 7.05 |
| HOME FIRST FINANCE COMPANY LIMITED | 6.25 |
| INDIGO PAINTS LTD | 5.90 |
| Top 5 Equity Holdings | 35.84 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Services | 9.60 |
| Chemicals | 11.10 |
| Financial Services | 11.50 |
| Consumer Goods | 16.60 |
| Industrial Manufacturing | 18.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.0 |
| Mid Cap | 10.0 |
| Small Cap | 59.0 |
| Cash | 31.0 |
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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