Focus on consistency of return and risk moderation by investing in Multinational Companies listed in India.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.42% | 0.56 | 12.49% | 62.5% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd MNC Portfolio | -6.71% | -11.80% | -14.50% | 6.09% | 15.62% | 9.19% | 13.92% | - | 12.10% |
| Nift MNC | -3.43% | -4.80% | -8.20% | 9.73% | 21.00% | 14.17% | 18.26% | - | 14.97% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd MNC Portfolio | Multi Cap | Mr. Mayur Shah | 31 March 2018 | 6Y 10M | - | Nift MNC | 12.10% | 20 | 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 | 12.07% | -4.74% | 62.5% | 7.33% | 0.75 | 12.49% | 0.06 | 1.75% | 0.07 | 48.21 % |
| Nifty 500 | 7.79% | -1.95% | 5.84% | 0.72 | 2.17% | 0.08 | 53.57 % | |||
| Nifty Midcap 100 | 0.73% | 2.69% | 3.42% | 0.56 | 2.80% | 0.09 | 53.57 % | |||
| Nifty Smallcap 100 | 0.03% | 18.98% | 19.01% | 0.46 | 10.62% | 0.31 | 48.21 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 29.50 |
| Mid Cap | 38.80 |
| Small Cap | 31.00 |
| Cash | 0.70 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 31 Jan 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 Sep 22.
