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) |
|---|---|---|---|
| -3.89% | 0.53 | 11.92% | 63.11% |
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 | 0.58% | -2.78% | -12.17% | 3.23% | 20.78% | 15.58% | 21.30% | 14.56% | 11.75% |
| BSE 500 TRI | 3.18% | 2.15% | -2.77% | 5.70% | 21.03% | 15.15% | 23.67% | 13.89% | 12.51% |
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 AMC Emerging Opportunities Strategy | Mid & Small Cap | Danesh Mistry & Surjit Arora | 01 April 2006 | 19Y 1M | 20.8 | BSE 500 TRI | 11.75% | 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 | 9.38% | 1.86% | 63.11% | 11.24% | 0.56 | 11.92% | 1.37 | 1.92% | 0.11 | 54.67 % |
| Nifty 500 | 5.90% | -1.02% | 4.88% | 0.62 | 1.36% | 0.08 | 54.67 % | |||
| Nifty Midcap 100 | -3.16% | -0.65% | -3.81% | 0.58 | -1.18% | -0.06 | 46.22 % | |||
| Nifty Smallcap 100 | -3.06% | -0.83% | -3.89% | 0.53 | 2.07% | 0.10 | 49.78 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 22.94 |
| Mid Cap | 17.62 |
| Small Cap | 38.94 |
| Cash | 20.49 |
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 Apr 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 Dec 24.
