PMS · Equity · Multi Cap
Kunvarji Finstock - MMM
Fund size₹2 Cr
Alpha (3Y)2.39%
3Y return16.32%
Fund age3 yrs 3 mo
Fund Manager
Ravi Diyora
Ravi Diyora
Fund Manager, Kunvarji Finstock
Mr. Ravi Diyora has experience of 12 years in the field of Research. Mr Diyora is associated with the Kunvarji group since last six years. He has proficiency across different assets class and having rich experience in the area of Fund management. He is managing Kunvarji Multicap Fund PMS and various Equity & Mutual Funds Advisory Portfolios. He has done his Post Graduation (MBA) with the R K University in the field of Finance management. He is Doctorate in Macro economy. He is associated with various broadcasting and print media for sharing views and outlook on the different assets class and on Fund management. He has conducted more than 600 seminars across India on various subjects related to financial markets.  On both professional and academic career, he has received many awards and recognitions for his achievements.
Managing AUM₹2 Cr
Growth of₹Cr
Kunvarji Finstock MMM
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Kunvarji Finstock MMM—4.23%15.49%16.32%—16.21%
Nifty 500−8.38%3.33%15.90%16.21%—15.28%
Excess over benchmark—0.90%−0.41%0.11%—0.93%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2022.
Risk : What you take on to earn the return
Volatility
19.26%
Benchmark approx 22.23%
A standard deviation reflecting historical swings.
Sensitivity
0.73
Beta vs benchmark 1.00 · 27% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.65
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
22
P/E ratio
34.42
P/B ratio
5.33
Dividend yield
0.21%
Avg market cap
₹3.40 L Cr
Median market cap
₹2.47 L Cr
Asset class
Equity
Market cap
Large cap89.33%
Mid cap5.14%
Small cap5.01%
Cash & others0.52%
As on 31 Dec 2022
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 12.50% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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