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) |
|---|---|---|---|
| 13.63% | 0.44 | 11.94% | 63.08% |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.3% | 11.5% | 7.7% | 4.4% | 25.7% | 18.9% | 12.0% | 16.3% | 11.1% |
| Nifty Midcap 100 | 6.2% | 11.3% | 11.5% | 10.8% | 37.4% | 26.2% | 11.5% | 16.1% | 12.2% |
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 Emerging Opportunities Strategy | Mid & Small Cap | Danesh Mistry & Surjit Arora | 01 April 2006 | 16Y 5M | - | Nifty Midcap 100 | 11.1% | 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 | 4.15% | -4.13% | 63.08% | 0.02% | 0.67 | 11.94% | -0.27 | 0.77% | 0.04 | 53.85 % |
| Nifty 500 | 3.21% | -2.17% | 1.04% | 0.86 | 0.87% | 0.05 | 53.85 % | |||
| Nifty Midcap 100 | -1.33% | 3.65% | 2.32% | 0.60 | -0.24% | -0.01 | 46.67 % | |||
| Nifty Smallcap 100 | 2.59% | 11.04% | 13.63% | 0.44 | 3.57% | 0.16 | 50.77 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Chemicals | 8.15 |
| Pharma | 9.26 |
| Automobile | 17.77 |
| Financial Services | 18.67 |
| Consumer Goods | 24.66 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 18.9 |
| Mid Cap | 37.8 |
| Small Cap | 38.2 |
| Cash | 5.2 |
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.
