The main objective is to generate capital appreciation through investments in equities with a medium to long-term perspective.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-6.27% | 1.10 | 15.95% | 63.41% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Kotak AMC Fintech | -7.40% | -12.60% | -16.90% | -4.90% | 13.20% | 8.70% | 15.10% | - | 12.20% |
NIFTY 50 TRI | -5.80% | -8.10% | -12.00% | 1.90% | 14.40% | 10.90% | 15.90% | - | 13.30% |
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 |
---|---|---|---|---|---|---|---|---|---|
Kotak AMC Fintech | Multi Cap | Mr. Anshul Saigal | 29 March 2018 | 6Y 11M | 20 | NIFTY 50 TRI | 12.20% | 16 | 25 |
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 | 12.70% | -12.61% | 63.41% | 0.09% | 1.15 | 15.95% | 0.33 | 1.03% | 0.13 | 50.00 % |
Nifty 500 | 8.12% | -14.39% | -6.27% | 1.10 | -0.17% | -0.02 | 51.22 % | |||
Nifty Midcap 100 | -1.03% | -13.94% | -14.97% | 0.87 | -3.52% | -0.30 | 42.68 % | |||
Nifty Smallcap 100 | -0.75% | -14.3% | -15.05% | 0.57 | 0.53% | 0.03 | 47.56 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
INFOSYS LTD | 8.77 |
TECH MAHINDRA LTD | 8.42 |
TATA CONSULTANCY SERVICES LTD | 7.33 |
HDFC BANK LTD | 7.12 |
SHRIRAM FINANCE LTD | 5.27 |
HCL TECHNOLOGIES LTD | 4.79 |
L&T TECHNOLOGY SERVICES LTD | 4.66 |
WIPRO LTD | 4.20 |
ICICI LOMBARD GENERAL INSURANCE COMPANY LTD | 3.80 |
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | 3.62 |
MPHASIS LTD | 3.46 |
ZOMATO LTD | 3.37 |
AXIS BANK LTD | 3.19 |
INDIAN RAILWAY CATERING & TOURISM CORPORATION LTD | 3.07 |
HDFC LIFE INSURANCE COMPANY LTD | 2.81 |
IDEAFORGE TECHNOLOGY LTD | 2.75 |
INDUSIND BANK LTD | 2.74 |
BIRLASOFT LTD | 2.61 |
DELHIVERY LTD | 2.15 |
TATA TECHNOLOGIES LTD | 2.06 |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD | 2.02 |
BOSCH LTD | 2.01 |
CYIENT LTD | 2.01 |
FSN E-COMMERCE VENTURES LTD | 1.92 |
LIC HOUSING FINANCE LTD | 1.85 |
Sector Allocation
Holding | % |
---|---|
IT - SOFTWARE | 8.77 |
IT - SERVICES | 4.66 |
BANKS | 7.12 |
IT - SOFTWARE | 4.20 |
BANKS | 2.74 |
FINANCE | 1.85 |
IT - SERVICES | 2.01 |
IT - SERVICES | 2.06 |
TRANSPORT SERVICES | 2.15 |
BANKS | 3.19 |
AUTO COMPONENTS | 2.01 |
LEISURE SERVICES | 3.07 |
AEROSPACE & DEFENSE | 2.75 |
IT - SOFTWARE | 3.46 |
RETAILING | 1.92 |
IT - SOFTWARE | 7.33 |
IT - SOFTWARE | 8.42 |
RETAILING | 3.37 |
INSURANCE | 3.80 |
FINANCE | 3.62 |
INSURANCE | 2.81 |
IT - SOFTWARE | 2.61 |
IT - SOFTWARE | 4.79 |
FINANCE | 5.27 |
FINANCE | 2.02 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 61.30 |
Mid Cap | 15.70 |
Small Cap | 0.00 |
Cash | 23.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 28 Feb 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.