The objective of the strategy would be to generate sustainable capital appreciation over the long term.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -0.63% | 0.54 | 11.44% | 64.79% |
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 ACT | -5.30% | -9.20% | -9.30% | 8.50% | 19.00% | 13.20% | 16.10% | - | 14.50% |
| BSE 500 TRI | -3.40% | -4.80% | -8.20% | 9.70% | 21.00% | 14.20% | 18.30% | - | 17.20% |
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 ACT | Multi Cap | Danesh Mistry & Surjit Arora | 12 February 2019 | 6Y 0M | 14.29 | BSE 500 TRI | 14.50% | 18 | 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 | 12.07% | -7.3% | 64.79% | 4.77% | 0.51 | 11.44% | 1.09 | 1.48% | 0.18 | 54.93 % |
| Nifty 500 | 7.79% | -8.42% | -0.63% | 0.54 | -0.94% | -0.12 | 52.11 % | |||
| Nifty Midcap 100 | 0.73% | -6.08% | -5.35% | 0.53 | -6.71% | -0.65 | 36.62 % | |||
| Nifty Smallcap 100 | 0.03% | -6.72% | -6.69% | 0.59 | -5.29% | -0.36 | 40.85 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 44.80 |
| Mid Cap | 24.20 |
| Small Cap | 18.80 |
| Cash | 12.20 |
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 Jan 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.
