Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-36.14% | 0.67 | 13.80% | 62.94% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Sundaram Alternates Rising Stars | -3.35% | 0.76% | 1.89% | 26.83% | 12.74% | 21.22% | 16.09% | 15.41% | 14.70% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | 19.00% | 16.71% | 13.09% |
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 | Small Cap | Mr. Madanagopal Ramu | 01 November 2009 | 14Y 4M | 88 | BSE 500 TRI | 14.70% | - | 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 | 25.36% | -25.91% | 62.94% | -0.55% | 0.65 | 13.80% | 1.15 | 3.97% | 0.29 | 52.94 % |
Nifty 500 | 19.95% | -26.24% | -6.29% | 0.70 | 3.33% | 0.27 | 54.71 % | |||
Nifty Midcap 100 | -0.11% | -26.98% | -27.09% | 0.70 | 0.76% | 0.07 | 52.94 % | |||
Nifty Smallcap 100 | -8.94% | -27.2% | -36.14% | 0.67 | 3.41% | 0.26 | 48.82 % |
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 | % |
---|---|
Consumer Durables | 21.30 |
Consumer Services | 17.20 |
Financial Services | 15.50 |
Chemicals | 12.30 |
Healthcare | 8.30 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.00 |
Mid Cap | 9.00 |
Small Cap | 84.00 |
Cash | 7.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.