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) |
|---|---|---|---|
| 0.99% | 0.66 | 11.44% | 64.79% |
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 | 2.49% | -0.22% | -9.39% | 3.63% | 16.97% | 14.92% | 21.28% | - | 13.88% |
| BSE 500 TRI | 3.18% | 2.15% | -2.77% | 5.70% | 21.03% | 15.15% | 23.67% | - | 16.84% |
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 3M | 118.28 | BSE 500 TRI | 13.88% | 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 | 11.98% | -4.63% | 64.79% | 7.35% | 0.59 | 11.44% | 1.09 | 1.94% | 0.24 | 53.52 % |
| Nifty 500 | 7.78% | -6.79% | 0.99% | 0.66 | -0.66% | -0.09 | 49.30 % | |||
| Nifty Midcap 100 | -1.04% | -6.67% | -7.71% | 0.63 | -7.12% | -0.71 | 33.80 % | |||
| Nifty Smallcap 100 | -0.56% | -7.23% | -7.79% | 0.60 | -5.47% | -0.38 | 38.03 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 40.91 |
| Mid Cap | 15.93 |
| Small Cap | 38.62 |
| Cash | 4.54 |
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 Apr 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 Dec 24.
