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 | 7.33% | -8.74% | -12.67% | 11.09% | 23.96% | 14.91% | 23.35% | 13.98% | 11.77% |
| BSE 500 TRI | 7.32% | -4.39% | -11.84% | 5.96% | 21.85% | 13.74% | 26.31% | 13.17% | 12.38% |
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 0M | 20.8 | BSE 500 TRI | 11.77% | 22 | 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 | 12.02% | -0.78% | 63.11% | 11.24% | 0.56 | 11.92% | 1.37 | 1.92% | 0.11 | 54.67 % |
| Nifty 500 | 7.73% | -2.85% | 4.88% | 0.62 | 1.36% | 0.08 | 54.67 % | |||
| Nifty Midcap 100 | -1.89% | -1.92% | -3.81% | 0.58 | -1.18% | -0.06 | 46.22 % | |||
| Nifty Smallcap 100 | -2.30% | -1.59% | -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 | 23.45 |
| Mid Cap | 18.31 |
| Small Cap | 41.19 |
| Cash | 17.05 |
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 Mar 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.
