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) |
|---|---|---|---|
| 0.87% | 0.60 | 13.79% | 61.63% |
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 | -9.56% | -9.66% | -8.01% | -4.64% | 1.58% | 9.82% | 9.89% | - | 10.86% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.76% | - | 13.51% |
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 | 7Y 2M | 70.96 | S&P BSE 500 TRI | 10.86% | 32 | 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 | 0.82% | -0.44% | 61.63% | 0.38% | 0.79 | 13.79% | -0.60 | 0.41% | 0.05 | 54.65 % |
| Nifty 500 | -0.08% | -0.79% | -0.87% | 0.79 | -1.20% | -0.17 | 45.35 % | |||
| Nifty Midcap 100 | -7.05% | -1.48% | -8.53% | 0.72 | -6.67% | -0.70 | 33.72 % | |||
| Nifty Smallcap 100 | 2.39% | -1.52% | 0.87% | 0.60 | -2.98% | -0.21 | 40.70 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 34.48 |
| Mid Cap | 22.79 |
| Small Cap | 38.74 |
| Cash | 3.99 |
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 31st March 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 Mar 26.
