
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 |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Good and Clean | Mid & Small Cap | Trilok Agarwal | 12 March 2015 | 10Y 1M | BSE 500 TRI | 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 | 12.02% | 2.76% | 66.1% | 14.78% | 1.00 | 14.88% | 1.34 | 4.83% | 0.47 | 53.39 % |
Nifty 500 | 7.73% | 0.69% | 8.42% | 1.03 | 3.21% | 0.36 | 57.63 % | |||
Nifty Midcap 100 | -1.89% | 1.62% | -0.27% | 0.88 | -0.50% | -0.05 | 49.15 % | |||
Nifty Smallcap 100 | -2.30% | 1.94% | -0.36% | 0.68 | 2.75% | 0.20 | 47.46 % |
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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.