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TATA PMS Emerging Opportunities

Tata Asset Management Limited

About Company

Tata Asset Management Limited was founded in 1994 and has over 25 years of experience in investment management. Our roots may be traced back to the Tata Group, a well-known and internationally praised industrial conglomerate whose business philosophy has made our country and its people partners in the development of wealth. Among investors, colleagues, workers, and the community, our history inspires “trust.”Though a rich history is something to be proud of, we also want to ensure that legacy is carried on through a set of well-defined and time-tested worldwide business standards. As one of India’s premier investment managers, we recognise that wealth management is just as vital as wealth generation.

Category: Mid Cap PMS, PMS

TATA PMS Emerging Opportunities

Fund Snapshot

Year of Inception 2006
Number of Stocks 25-35
Investment Horizon NA
Fund Managers Danesh Mistry & Surjit Singh Arora

Investment Philosophy

  • Increase capital appreciation thus taking on a higher level of risk.
  • Investment in new businesses that have a much greater opportunity range than they do now.
  • Mid-cap stocks will make up the majority of the portfolio, with large-cap stocks accounting for up to 30% of the total.

 Investment Approach-   Invest in emerging firms with a considerably wider potential set than the present size to generate capital appreciation Portfolio would be mostly mid-cap orientated with up to 30% allocation to large-caps.

Unique Feature

Investing in emerging businesses

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Fund Manager

Surjit Singh Arora

Surjit Singh Arora has over 13 years of equity analysis and fund management experience. He has done his graduation in Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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