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) |
|---|---|---|---|
| -4.71% | 0.89 | 10.40% | 71.05% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -3.5% | -3.5% | -9.1% | 2.5% | 30.6% | 13.3% | - | - | 11.4% |
| BSE 200 | -4.1% | -1.0% | -2.8% | 6.7% | 33.3% | 12.9% | - | - | 14.6% |
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 Capital ACT | Multi Cap | Danesh Mistry & Surjit Arora | 12 February 2019 | 3Y 4M | - | BSE 200 | 11.4% | 23 | 5 |
| 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 | 5.22% | -7.85% | 71.05% | -2.63% | 0.85 | 10.40% | 1.21 | -1.83% | -0.24 | 50.00 % |
| Nifty 500 | 2.75% | -7.46% | -4.71% | 0.89 | -2.87% | -0.39 | 50.00 % | |||
| Nifty Midcap 100 | -4.40% | -4.67% | -9.07% | 0.62 | -5.40% | -0.49 | 39.47 % | |||
| Nifty Smallcap 100 | -8.59% | -3.8% | -12.39% | 0.32 | -5.02% | -0.29 | 36.84 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Industrial Manufacturing | 6.47 |
| Automobile | 11.77 |
| Information Technology | 13.46 |
| Consumer Goods | 16.18 |
| Financial Services | 24.71 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 47.9 |
| Mid Cap | 14.5 |
| Small Cap | 28.1 |
| Cash | 9.5 |
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 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 22.
