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) |
|---|---|---|---|
| -4.33% | 0.80 | 14.17% | 63.29% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Tata Asset Management Ltd ACT | -1.53% | -0.82% | -3.32% | -6.12% | 7.94% | 11.22% | 14.25% | - | 12.82% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.17% | 15.26% | 18.62% | - | 16.81% |
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 ACT | Multi Cap & Flexi Cap | Mr. Pranav Mise & Ms.Krutika Vispute | 12 February 2019 | 6Y 10M | 100.58 | S&P BSE 500 TRI | 12.82% | - | 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 | 8.09% | -14.02% | 63.29% | -5.93% | 0.87 | 14.17% | -0.85 | 0.29% | 0.04 | 51.90 % |
| Nifty 500 | 8.58% | -12.91% | -4.33% | 0.80 | -1.65% | -0.23 | 45.57 % | |||
| Nifty Midcap 100 | 5.30% | -9.91% | -4.61% | 0.65 | -7.06% | -0.73 | 34.18 % | |||
| Nifty Smallcap 100 | 8.62% | -9.46% | -0.84% | 0.56 | -4.72% | -0.32 | 40.51 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
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 Nov 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 Aug 25.
