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) |
|---|
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 TLES | Mid & Small Cap | Sheetal Malpani & Harini Dedhia | 06 October 2015 | 6Y 11M | BSE Mid Cap | 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 | 4.15% | -2.73% | 66.67% | 1.42% | 0.29 | 11.54% | 4.72 | 0.10% | 0.01 | 45.83 % |
| Nifty 500 | 3.21% | -6.29% | -3.08% | 0.47 | -0.30% | -0.03 | 48.61 % | |||
| Nifty Midcap 100 | -1.33% | -19.52% | -20.85% | 0.47 | -0.86% | -0.08 | 48.61 % | |||
| Nifty Smallcap 100 | 2.59% | -31.55% | -28.96% | 0.53 | 1.49% | 0.11 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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 Sep 21.
