Large cap focussed fund, aiming to deliver superior risk adjusted return using Core Portfolio of Business Leaders and Satellite Portfolio of emerging leaders
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Right Horizons India Business Leaders | Large Cap | Mr. Anil Rego | 15 November 2012 | 12Y 1M | Nifty 50 TRI | 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 | 4.67% | 1.17% | 72.97% | 5.84% | 0.99 | 12.86% | 1.64 | 3.48% | 0.51 | 56.76 % |
| Nifty 500 | -0.70% | 4.47% | 3.77% | 1.09 | 2.51% | 0.37 | 62.16 % | |||
| Nifty Midcap 100 | -9.66% | 9.06% | -0.60% | 0.74 | 0.43% | 0.03 | 45.95 % | |||
| Nifty Smallcap 100 | -10.38% | 6.47% | -3.91% | 0.39 | 1.94% | 0.10 | 40.54 % | |||
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a call with our PMS AIF Specialists
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 Mar 22.
