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) |
|---|---|---|---|
| 2.93% | 0.60 | 13.58% | 62.5% |
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 | -9.87% | -9.37% | -8.04% | -2.59% | 4.02% | 14.39% | 12.40% | ND% | 11.01% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.76% | ND% | 11.55% |
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 | 20Y 0M | 15.19 | S&P BSE 500 TRI | 11.01% | 31 | 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 | 17.67% | -15.23% | 62.5% | 2.44% | 0.78 | 13.58% | -0.46 | 1.44% | 0.08 | 54.17 % |
| Nifty 500 | 16.88% | -15.69% | 1.19% | 0.79 | 1.08% | 0.06 | 52.92 % | |||
| Nifty Midcap 100 | 10.17% | -16.64% | -6.47% | 0.71 | -1.40% | -0.08 | 46.25 % | |||
| Nifty Smallcap 100 | 19.64% | -16.71% | 2.93% | 0.60 | 2.42% | 0.11 | 50.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 25.06 |
| Mid Cap | 19.46 |
| Small Cap | 46.22 |
| Cash | 9.26 |
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 31st March 2026. 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 26.
