Seeks to participate in the potential of India’s growth story. The Portfolio manager invest in sustainable growth ideas through research driven selection of Indian equities. This product is suitable for investors seeking a high-quality focused portfolio of listed Indian Equity.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Varanium Large Cap Focused Fund | Large Cap | T S Anantakrishnan | 01 November 2017 | 7Y 0M | Nifty 50 | 10 |
| 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 | 7.10% | -17.44% | 68.75% | -10.34% | 0.93 | 16.01% | 2.66 | -0.32% | -0.04 | 50.00 % |
| Nifty 500 | 0.17% | -15.01% | -14.84% | 0.89 | 0.73% | 0.08 | 56.25 % | |||
| Nifty Midcap 100 | -13.16% | -19.45% | -32.61% | 0.72 | 2.40% | 0.17 | 50.00 % | |||
| Nifty Smallcap 100 | -18.06% | -22.66% | -40.72% | 0.50 | 7.90% | 0.43 | 45.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 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 Sep 21.
