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% |
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.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
