The objective of the strategy would be to generate sustainable capital appreciation over the long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 6.93% | 0.65 | 16.43% | 64% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| TATA AMC ACT | 2.72% | 10.32% | 1.70% | 3.23% | 15.38% | 20.06% | 21.97% | - | 14.80% |
| BSE 500 TRI | 3.68% | 10.77% | 5.91% | 5.12% | 20.55% | 21.69% | 24.04% | - | 17.66% |
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 AMC ACT | Multi Cap | Danesh Mistry & Surjit Arora | 12 February 2019 | 6Y 5M | 119.6 | BSE 500 TRI | 14.80% | 26 | 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 | 9.84% | -13.87% | 64% | -4.03% | 0.94 | 16.43% | 0.00 | 0.24% | 0.03 | 52.00 % |
| Nifty 500 | 10.37% | -11.67% | -1.30% | 0.92 | -1.38% | -0.19 | 46.67 % | |||
| Nifty Midcap 100 | 5.15% | -7.93% | -2.78% | 0.76 | -6.64% | -0.68 | 34.67 % | |||
| Nifty Smallcap 100 | 10.77% | -3.84% | 6.93% | 0.65 | -3.64% | -0.25 | 40.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 35.79 |
| Mid Cap | 20.11 |
| Small Cap | 39.55 |
| Cash | 3.71 |
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 30 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.
