Invest in Companies with strong fundamental, proven track record and with high growth potential
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Investment Process
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 |
|---|---|---|---|---|---|---|---|---|---|
| Asit C Mehta Ace Multicap | Multi Cap | Deepak Makwana | 23 August 2018 | 6Y 3M | 196.95 | NIFTY 50 TRI | 23.28% | 46 | 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 | 12.72% | 20.91% | 60.53% | 33.63% | 0.98 | 23.38% | 2.42 | 10.58% | 0.73 | 53.95 % |
| Nifty 500 | 6.77% | 18.68% | 25.45% | 1.18 | 8.78% | 0.69 | 55.26 % | |||
| Nifty Midcap 100 | -3.03% | 19.19% | 16.16% | 1.15 | 4.35% | 0.36 | 52.63 % | |||
| Nifty Smallcap 100 | -4.63% | 18.07% | 13.44% | 0.96 | 7.69% | 0.58 | 50.00 % | |||
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Disclaimer
#Returns as of 30 Nov 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 Oct 24.
