Long term wealth creation for clients by generating risk adjusted returns through investments in listed Indian equities.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Aequitas Investment India Opportunities Product | Small Cap | Mr. Siddhartha Bhaiya | 01 February 2013 | 12Y 1M | Nifty 50 TRI | NA |
| 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 | 15.46% | -10.93% | 61.81% | 4.53% | 0.46 | 13.02% | 0.74 | 20.31% | 0.96 | 56.25 % |
| Nifty 500 | 8.91% | -10.74% | -1.83% | 0.56 | 18.65% | 0.98 | 54.17 % | |||
| Nifty Midcap 100 | -1.31% | -9.22% | -10.53% | 0.66 | 14.95% | 0.91 | 55.56 % | |||
| Nifty Smallcap 100 | -3.71% | -6.9% | -10.61% | 0.60 | 17.69% | 1.17 | 59.72 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 28 Feb 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.
