The investment objective of the SRE shield portfolio is to generate long term wealth along with focus on capital protection.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Sykes & Ray Equities (I) Ltd SRE Shield | Large Cap | Nitesh Chand | 31 May 2018 | 6Y 5M | BSE 500 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 | 7.10% | -4% | 66.04% | 3.10% | 0.86 | 12.44% | -0.28 | -1.99% | -0.28 | 60.38 % |
| Nifty 500 | 0.17% | 1.44% | 1.61% | 0.80 | -1.98% | -0.27 | 52.83 % | |||
| Nifty Midcap 100 | -13.16% | 12.35% | -0.81% | 0.60 | -2.47% | -0.18 | 45.28 % | |||
| Nifty Smallcap 100 | -18.06% | 32.84% | 14.78% | 0.48 | 5.30% | 0.28 | 50.94 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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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 Sep 22.
