APMI

Tata PMS Emerging Opportunities Investment Approach

Investment Approach Details

₹23.96

(AUM CR)

PMS Provider Name

Tata Asset Management Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

04/04/2006

Age

19.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.5% p.a.

Variable Fees Structure

Nil

Exit Load

1% within 3 months, Nil thereafter

Purpose

The objective of this Investment approach is to generate capital appreciation with relatively higher risk over the long term. As the name suggests, this investment approach looks to identify and invest in to businesses which are emerging in nature. Usually these businesses belong to the mid- and small-cap category of stocks. The portfolio will thus consist of companies that have the a strong growth runway, able leadership, superior return ratios, and well-funded balance sheets.

Fund Manager Details


Mr. Pranav Mise
Work Exp. NA
Email ID pmsservices@tata.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/12/2023

1 Month Turnover

0.05

1 Year Turnover

0.61