The key objective of the Kunvarji Multicap Fund is to generate alpha as compared to S&P BSE 500 on a sustainable Risk-Adjusted Basis.
![Kunvarji Logo](https://www.pmsaifworld.com/wp-content/uploads/kunvarji-logo.png)
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 |
---|---|---|---|---|---|---|---|---|---|
Kunvarji Multicap Fund | Multi Cap | Mr Ravi Diyora | 16 September 2019 | 4Y 10M | S&P BSE 500 | 10 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 15.41% | -21.71% | 76.92% | -6.30% | 0.76 | 13.45% | 3.47 | 1.39% | 0.19 | 50.00 % |
Nifty 500 | 7.95% | -18.75% | -10.80% | 0.68 | -1.60% | -0.19 | 50.00 % | |||
Nifty Midcap 100 | -9.17% | -19.4% | -28.57% | 0.53 | -11.18% | -0.95 | 38.46 % | |||
Nifty Smallcap 100 | -15.17% | -21.51% | -36.68% | 0.27 | -13.21% | -0.74 | 50.00 % |
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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Disclaimer
#Returns as of 30 June 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.