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QRC - Long Term Opportunities Portfolio

QRC Investment Advisors LLP

83.26 CR AUM

QRC - Long Term Opportunities Portfolio

QRC - Long Term Opportunities Portfolio

QRC Investment Advisors LLP

83.26 CR AUM

BSE 500 TRI
Benchmark
8yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
8yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

saurabh shroff

Fund Manager
EQUITYStrategies

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.

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.

Purpose

The main objective of Long Term Opportunities Plan ('LTOP') is capital preservation and appreciation in the medium term to long term by investing in a portfolio of benchmark and market cap agnostic stocks. The emphasis is to invest in a portfolio of high-quality listed companies to ensure against permanent impairment of capital and generating solid risk-adjusted returns.

Investment Approach v/s Benchmark Metrics

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1M IA return
11.50%
1M benchmark return
10.38%
Alpha
1.12%
1M Wealth multiple
1.11x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
11.50%
1M benchmark return
10.38%
Alpha
1.12%
1M Wealth multiple
1.11x

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