The objective of this concentrated portfolio is to take concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations to generate significant outperformance with respect to benchmark. Following a Beta of around 1, the aim is to provide significant high alpha.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -22.21% | 0.76 | 20.29% | 64.95% |
Key Portfolio Attributes
Mr. Viraj Mehta
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Equirus Long Horizon Fund | 0.68% | -2.01% | 23.92% | 20.51% | 28.44% | 15.32% | 31.81% | - | 24.03% |
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 27.01% | 20.04% | 16.85% | 19.58% | - | 15.96% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Equirus Long Horizon Fund | Small Cap | Mr. Viraj Mehta | 20 October 2016 | 8Y 1M | 543.1 | BSE 500 TRI | 24.03% | 21 | 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 | 8.65% | -10.67% | 64.95% | -2.02% | 0.92 | 20.29% | 1.04 | 10.60% | 0.56 | 54.64 % |
| Nifty 500 | 0.41% | -10.61% | -10.20% | 0.91 | 9.53% | 0.56 | 54.64 % | |||
| Nifty Midcap 100 | -10.36% | -9.12% | -19.48% | 0.75 | 7.31% | 0.50 | 50.52 % | |||
| Nifty Smallcap 100 | -15.19% | -7.02% | -22.21% | 0.76 | 10.32% | 0.75 | 55.67 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Thangamayil Jewellery Limited | 13.07 |
| Rane Holding LTD | 10.29 |
| IFB INDUSTRIES LTD | 9.71 |
| KOLTEPATIL DEVELOPERS LTD | 5.91 |
| Pix Transmissions Ltd | 5.24 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Discretionary | 22.77 |
| Automobile & Ancillaries | 17.26 |
| Financial Services | 11.06 |
| FMCG | 10.36 |
| Capital Goods | 6.37 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | 88.36 |
| Cash | 11.64 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Equirus PMS
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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 Oct 24.
