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) |
|---|---|---|---|
| -18.31% | 0.49 | 10.36% | 63.33% |
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 Capital Emerging Opportunities Strategy | -1.88% | -0.86% | 17.04% | 16.60% | 8.99% | 23.35% | 15.03% | 16.59% | 11.41% |
| BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.03% | 15.35% | 14.73% | 11.86% |
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 Emerging Opportunities Strategy | Mid & Small Cap | Danesh Mistry & Surjit Arora | 01 April 2006 | 17Y 8M | 14 | BSE 500 TRI | 11.41% | 25 | 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 | 10.71% | -6.73% | 63.33% | 3.98% | 0.37 | 10.36% | 1.47 | 1.39% | 0.08 | 55.24 % |
| Nifty 500 | 8.40% | -6.15% | 2.25% | 0.52 | 1.26% | 0.07 | 54.76 % | |||
| Nifty Midcap 100 | -4.84% | -8.48% | -13.32% | 0.66 | -0.89% | -0.05 | 46.19 % | |||
| Nifty Smallcap 100 | -7.63% | -10.68% | -18.31% | 0.49 | 2.82% | 0.13 | 50.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| INDUSTRIAL MANUFACTURING | 24.90 |
| AUTOMOBILE | 21.00 |
| CONSUMER GOODS | 16.10 |
| FINANCIAL SERVICES | 16.10 |
| CHEMICALS | 6.80 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 17.10 |
| Mid Cap | 24.70 |
| Small Cap | 44.90 |
| Cash | 11.90 |
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 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.
