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) |
|---|---|---|---|
| -2.62% | 0.81 | 14.90% | 62.66% |
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 Asset Management Ltd Emerging opportunities | -1.10% | 1.03% | -0.03% | -5.14% | 10.11% | 16.10% | 16.15% | ND% | 11.70% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.17% | 15.26% | 18.62% | ND% | 12.63% |
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 Emerging opportunities | Small & Mid Cap | Mr. Pranav Mise & Ms.Krutika Vispute | 01 April 2006 | 19Y 9M | 18.04 | S&P BSE 500 TRI | 11.70% | - | 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 | -0.75% | -3.47% | 62.66% | -4.22% | 0.87 | 14.90% | -0.69 | 1.35% | 0.08 | 54.51 % |
| Nifty 500 | -0.36% | -2.26% | -2.62% | 0.81 | 0.94% | 0.05 | 53.65 % | |||
| Nifty Midcap 100 | -3.81% | 0.92% | -2.89% | 0.65 | -1.39% | -0.07 | 46.35 % | |||
| Nifty Smallcap 100 | -0.25% | 1.12% | 0.87% | 0.55 | 2.01% | 0.09 | 49.79 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
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 Nov 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 Aug 25.
