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PMS
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Equity
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Multi Cap
QRC PMS - Long Term Opportunities
Fund size
₹46 Cr
IRR
Since inception
2.96%
3Y return
-0.41%
Fund age
5 yrs 2 mo
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Fund Managers
Saurabh Shroff
Fund Manager, PMS, QRC
Saurabh has thirteen years of experience in institutional equity sales, equity capital markets & corporate finance. Prior to co-founding QRC in 2017, Saurabh worked for 11 years with the Institutional Equity Sales team at DSP Merrill Lynch Limited and Merrill Lynch (Asia-Pacific) based in Mumbai and Hong Kong, respectively. There he advised a variety of global institutions on the Indian stock markets. He has also worked in the Equity Capital Markets & Corporate Finance teams of DSP Merrill Lynch Limited where he was involved with various international public equity transactions as well as advisory assignments. Before that, Saurabh was associated with HDFC Securities Limited where he was a research associate in the pharma sector team and analysed midcap stocks on his own. Saurabh has completed his Chartered Accountancy from ICAI and cleared Chartered Financial Analyst (CFA) Program from the CFA Institute, USA.
Managing AUM
₹46 Cr
Ayaz Motiwala
Fund Manager, PMS, QRC
Ayaz has twenty five years of experience in equity research and investment management across various funds in India and Asia. At present, he advises Amala Emerging Asia Fund (AEAF) which is focused on investing in high quality growth companies across Asia. Prior to advising the fund, Ayaz was part of the investment team at Samena Capital, a special situations fund. He also worked at Highbridge Capital Management, Hong Kong as part of the multi-strategy investment team where he managed a fund that invested in India and Asean. In 2004 Ayaz joined New Vernon Capital in Mumbai which was amongst the first foreign alternate funds to enter India at that time. Prior to this engagement, he worked for five years at Birla Sun Life Asset Management Company Limited managing a few mutual funds and has also worked for Motilal Oswal Securities as the lead consumer analyst. Ayaz started his professional investing career in 1996 as an analyst with ASK Raymond James. He holds an MBA in Finance from the Institute for Technology & Management.
Managing AUM
₹46 Cr
Returns: How it has done
Trailing returns
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
QRC PMS Long Term Opportunities
—
4.73%
6.06%
−0.41%
0.77%
2.96%
NIFTY 50 TRI
−12.33%
−2.26%
8.70%
27.81%
10.40%
7.94%
Excess over benchmark
—
6.99%
−2.64%
−28.22%
−9.63%
−4.98%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2023.
Portfolio Details : Where the money actually sits
Asset class
Equity
Allocation
Market cap
Large cap
36.02%
Mid cap
10.01%
Small cap
46.11%
Cash & others
7.86%
As on 31 Mar 2023
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