Long Term Capital appreciation by investing Large and Mid Cap companies that have leadership position exhibited by strong moat , quality management and reasonable valuation.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 |
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Emkay Investment Managers Lead PMS | Multi Cap | Raj Gala | 01 November 2018 | 5Y 4M | BSE 200 | 11 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 12.29% | -23.59% | 55.77% | -11.30% | 0.96 | 14.66% | -1.06 | -5.96% | -0.74 | 42.31 % |
Nifty 500 | 8.14% | -17.78% | -9.64% | 0.96 | -5.78% | -0.74 | 38.46 % | |||
Nifty Midcap 100 | -8.26% | -4.8% | -13.06% | 0.84 | -7.28% | -0.60 | 30.77 % | |||
Nifty Smallcap 100 | -13.25% | 15.16% | 1.91% | 0.71 | -2.43% | -0.14 | 48.08 % |
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#Returns as of 29 Feb 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 23.