The investment objective of Prudent Equity Growth Strategy PMS is to identify and invest in companies trading below their intrinsic value, offering strong upside potential with limited downside risk. Employing a bottom-up value investing approach, the strategy emphasizes capital protection while targeting superior long-term returns. It focuses on companies with robust financials, effective management, and efficient capital allocation, aiming to achieve sustainable growth and attractive risk-adjusted gains.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Prudent Equity Pvt Ltd Prudent Equity Growth Strategy | Multi Cap & Flexi Cap | Mr. Diwakar Rana , Siddharth Oberoi | 02 July 2024 | 1Y 11M | - | S&P BSE 500 TRI | -0.29% | - | 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 | 1.40% | -5.5% | 52.38% | -4.10% | 0.81 | 13.05% | -0.98 | -3.47% | -0.51 | 42.86 % |
| Nifty 500 | 0.44% | -5.79% | -5.35% | 0.80 | -2.04% | -0.33 | 42.86 % | |||
| Nifty Midcap 100 | -6.60% | -6.41% | -13.01% | 0.75 | -4.38% | -0.53 | 38.10 % | |||
| Nifty Smallcap 100 | 2.89% | -6.5% | -3.61% | 0.61 | 2.99% | 0.28 | 57.14 % | |||
| BSE 500 | 0.79% | -5.78% | -4.99% | 0.80 | -1.62% | -0.26 | 47.62 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Disclaimer
#Returns as of 31st May 2026. 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 26.

