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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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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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