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) |
|---|---|---|---|
| -5.08% | 0.55 | 12.71% | 63.68% |
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 | -2.26% | -4.30% | 2.12% | 20.04% | 28.29% | 17.69% | 19.44% | - | 12.48% |
| BSE 500 TRI | -1.50% | -7.79% | -0.74% | 15.81% | 21.04% | 15.36% | 19.06% | - | 12.83% |
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 | 18Y 9M | - | BSE 500 TRI | 12.48% | 37 | 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 | 14.47% | 0.64% | 63.68% | 15.11% | 0.61 | 12.71% | 3.01 | 2.06% | 0.11 | 55.16 % |
| Nifty 500 | 8.39% | -1.46% | 6.93% | 0.66 | 1.56% | 0.09 | 55.16 % | |||
| Nifty Midcap 100 | -2.53% | 0.17% | -2.36% | 0.60 | -0.80% | -0.04 | 46.64 % | |||
| Nifty Smallcap 100 | -5.14% | 0.06% | -5.08% | 0.55 | 2.41% | 0.11 | 50.22 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 21.53 |
| Mid Cap | 22.00 |
| Small Cap | 48.70 |
| Cash | 7.78 |
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 Dec 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
