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) |
|---|---|---|---|
| -0.17% | 0.77 | 10.29% | 65.85% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.9% | 12.3% | 8.4% | 5.0% | 27.9% | 19.3% | - | - | 14.2% |
| BSE 200 | 4.5% | 8.7% | 7.6% | 5.6% | 27.4% | 19.2% | - | - | 16.2% |
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 7M | - | BSE 200 | 14.2% | 24 | 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 | -1.17% | -0.01% | 65.85% | -1.18% | 0.77 | 10.29% | -0.43 | -0.98% | -0.13 | 48.78 % |
| Nifty 500 | -1.70% | 1.53% | -0.17% | 0.77 | -1.72% | -0.23 | 51.22 % | |||
| Nifty Midcap 100 | -5.27% | 6.39% | 1.12% | 0.52 | -3.65% | -0.33 | 41.46 % | |||
| Nifty Smallcap 100 | 0.11% | 12.32% | 12.43% | 0.31 | -0.07% | 0.00 | 39.02 % | |||
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 | 51.7 |
| Mid Cap | 15.5 |
| Small Cap | 27.7 |
| Cash | 5.1 |
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 Aug 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 Jun 22.
