This scheme invests in Multi-National companies which benefit from better corporate governance, better technology and product portfolio, better resources and professional management.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio MNC Advantage Fund | Multi Cap | CA Divam Sharma and CA Anuj Jain | 23 September 2019 | 5Y 6M | BSE Sensex | 12 |
| 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 | 12.70% | 1.22% | 68.75% | 13.92% | 0.71 | 18.73% | 1.01 | 12.99% | 0.88 | 54.69 % |
| Nifty 500 | 8.12% | -0.56% | 7.56% | 0.94 | 9.65% | 0.72 | 57.81 % | |||
| Nifty Midcap 100 | -1.03% | -0.1% | -1.13% | 1.05 | 0.35% | 0.02 | 46.88 % | |||
| Nifty Smallcap 100 | -0.75% | -0.47% | -1.22% | 1.07 | 1.84% | 0.11 | 42.19 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Mar 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 24.
