To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -11.91% | 0.86 | 13.31% | 67.16% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
| Tamohara TIOS | Multi Cap | Sheetal Malpani & Harini Dedhia | 01 April 2018 | 4Y 9M | BSE 200 | 11 |
| 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 | 1.84% | -9.26% | 67.16% | -7.42% | 0.92 | 13.31% | 3.42 | -4.57% | -0.62 | 37.31 % |
| Nifty 500 | -0.19% | -11.72% | -11.91% | 0.86 | -5.09% | -0.70 | 41.79 % | |||
| Nifty Midcap 100 | -5.79% | -23.9% | -29.69% | 0.60 | -5.53% | -0.47 | 40.30 % | |||
| Nifty Smallcap 100 | 2.89% | -40.69% | -37.80% | 0.30 | -4.13% | -0.24 | 40.30 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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 21.
