The objective of this portfolio is to generate capital appreciation with relatively higher risk over the long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
Book a call with our Experts
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 |
|---|---|---|---|---|---|---|---|---|---|
| Tata Asset Management Ltd Emerging opportunities | Small & Mid Cap | Mr. Pranav Mise & Ms.Krutika Vispute | 01 April 2006 | 20Y 3M | S&P 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 | 47.02% | -33.74% | 62.81% | 13.28% | 0.77 | 16.25% | 0.29 | 2.07% | 0.12 | 54.55 % |
| Nifty 500 | 43.81% | -34.75% | 9.06% | 0.78 | 1.47% | 0.08 | 52.89 % | |||
| Nifty Midcap 100 | 36.77% | -35.84% | 0.93% | 0.70 | -1.23% | -0.07 | 46.69 % | |||
| Nifty Smallcap 100 | 43.51% | -36.52% | 6.99% | 0.52 | 2.38% | 0.11 | 50.83 % | |||
| BSE 500 | 44.25% | -34.72% | 9.53% | 0.78 | 1.51% | 0.09 | 53.31 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
