Invest in companies with high growth potential at right time.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -2.91% | 1.01 | 20.07% | 64.47% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Special | 2.05% | 0.21% | 6.80% | 28.99% | 33.04% | 22.61% | 31.78% | - | 27.72% |
| BSE 500 TRI | -1.50% | -7.79% | -0.74% | 15.81% | 21.06% | 15.36% | 19.07% | - | 15.64% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Green Portfolio Special | Multi Cap | Divam Sharma | 12 July 2018 | 6Y 6M | 373.33 | BSE 500 TRI | 27.72% | 48 | 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 | 12.72% | 4.56% | 64.47% | 17.28% | 0.91 | 20.07% | 2.01 | 14.87% | 0.89 | 56.58 % |
| Nifty 500 | 6.77% | 2.33% | 9.10% | 1.06 | 13.09% | 0.89 | 51.32 % | |||
| Nifty Midcap 100 | -3.03% | 2.84% | -0.19% | 0.98 | 8.71% | 0.66 | 47.37 % | |||
| Nifty Smallcap 100 | -4.63% | 1.72% | -2.91% | 1.01 | 12.02% | 0.81 | 53.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Schaeffler India Ltd. | 8.73 |
| Piramal Pharma Ltd. | 4.79 |
| DCX Systems Ltd. | 3.91 |
| Kalyani Steels Ltd. | 3.84 |
| Aarti Industries Ltd. | 2.93 |
Sector Allocation
| Holding | % |
|---|---|
| Automobile & Ancillaries | 21.56 |
| Healthcare | 18.29 |
| Chemicals | 12.67 |
| Capital Goods | 5.93 |
| FMCG | 4.77 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 24.99 |
| Mid Cap | 34.93 |
| Small Cap | 39.60 |
| Cash | 0.48 |
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
Disclaimer
#Returns as of 31 Dec 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.
