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) |
|---|---|---|---|
| -7.52% | 0.37 | 10.05% | 64.06% |
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 | -6.0% | -3.5% | -8.6% | 6.6% | 28.0% | 12.2% | 10.9% | 15.8% | 10.6% |
| Nifty Midcap 100 | -5.3% | 0.2% | -4.6% | 9.8% | 46.0% | 16.4% | 10.1% | 15.2% | 11.6% |
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 2M | - | Nifty Midcap 100 | 10.6% | 21 | 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 | 16.65% | -14.42% | 64.06% | 2.23% | 0.53 | 10.05% | 1.74 | 0.80% | 0.04 | 53.65 % |
| Nifty 500 | 13.97% | -13.82% | 0.15% | 0.67 | 0.87% | 0.05 | 54.17 % | |||
| Nifty Midcap 100 | 6.37% | -10.58% | -4.21% | 0.52 | -0.33% | -0.02 | 46.88 % | |||
| Nifty Smallcap 100 | 1.77% | -9.29% | -7.52% | 0.37 | 2.93% | 0.13 | 50.00 % | |||
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 | 13.6 |
| Mid Cap | 31.1 |
| Small Cap | 41.9 |
| Cash | 13.4 |
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 May 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 Mar 22.
