The investment objective of Morningstar Investment Advisors Active Aggressive Plus PMS is to provide capital growth over the long term by investing predominantly in equity, debt and gold mutual funds domiciled in India.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Morningstar Investment Adviser Active Aggressive Plus Portfolio | Large Cap | Mr. Dhaval Kapadia & Mr. Chintan Mehta | 22 April 2019 | 5Y 6M | Active Aggressive Plus Composite Benchmark | 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 | 7.10% | -6.5% | 72.73% | 0.60% | 0.72 | 11.29% | 2.47 | 2.11% | 0.28 | 45.45 % |
| Nifty 500 | 0.17% | -5.27% | -5.10% | 0.78 | 0.47% | 0.06 | 42.42 % | |||
| Nifty Midcap 100 | -13.16% | -5.68% | -18.84% | 0.61 | -2.66% | -0.20 | 39.39 % | |||
| Nifty Smallcap 100 | -18.06% | -12.57% | -30.63% | 0.46 | -1.92% | -0.10 | 39.39 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Oct 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 Nov 21.
