The objective of this portfolio is to generate capital appreciation with relatively higher risk over the long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 6.55% | 0.69 | 17.91% | 62.88% |
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
Book a call with our Experts
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 Emerging Opportunities Strategy | 1.71% | 8.24% | -1.25% | 0.84% | 18.51% | 22.13% | 22.20% | 15.52% | 12.07% |
| BSE 500 TRI | 3.68% | 10.77% | 5.91% | 5.12% | 20.55% | 21.69% | 24.04% | 14.44% | 12.81% |
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 AMC Emerging Opportunities Strategy | Mid & Small Cap | Danesh Mistry & Surjit Arora | 01 April 2006 | 19Y 4M | 21.62 | BSE 500 TRI | 12.07% | 21 | 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 | 1.51% | -5.92% | 62.88% | -4.41% | 0.97 | 17.91% | -0.02 | 1.21% | 0.07 | 54.15 % |
| Nifty 500 | 1.22% | -2.9% | -1.68% | 0.97 | 0.92% | 0.05 | 53.71 % | |||
| Nifty Midcap 100 | -5.33% | 2.17% | -3.16% | 0.80 | -1.33% | -0.07 | 46.29 % | |||
| Nifty Smallcap 100 | -1.96% | 8.51% | 6.55% | 0.69 | 2.28% | 0.11 | 49.78 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 18.05 |
| Mid Cap | 22.42 |
| Small Cap | 38.92 |
| Cash | 18.33 |
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 June 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 Apr 25.
