It is a multi-cap portfolio that aims to identify companies with the potential to build wealth over an investment horizon of 3-5+ years.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Emkay Investment Managers Capital Builder | Multi Cap | Mr. Sachin Shah | 01 April 2013 | 11Y 8M | Nifty 500 | 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 | 12.72% | -6.07% | 66.67% | 6.65% | 0.68 | 11.97% | 0.20 | 2.81% | 0.36 | 45.83 % |
| Nifty 500 | 6.77% | 1.54% | 8.31% | 0.71 | 2.03% | 0.31 | 48.33 % | |||
| Nifty Midcap 100 | -3.03% | 7.92% | 4.89% | 0.66 | -0.28% | -0.03 | 53.33 % | |||
| Nifty Smallcap 100 | -4.63% | 24.49% | 19.86% | 0.55 | 3.35% | 0.24 | 45.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 30 Nov 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 Mar 23.
