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TATA Absolute Return Fund

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TATA Absolute Return Fund

Fund Snapshot

Year of Inception 1996
Number of Stocks -NA-
Investment Horizon -NA-
Fund Managers Harsh Agrawal
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.

About Fund Manager

Mr Harsh Agrawal has done MBA from Symbiosis, India & has more than 18 years of experience.

Unique Feature

Portfolio with a striking combination of Fixed Income, Equity and Hedge Fund.

Click here to see our PMS products.

Investment Philosophy

  • TATA Absolute Return Fund aims to provide the fund with consistent returns and liquidity.
  • Big Cap focused with the aim of long-term capital appreciation
  • Attempts to produce additional returns while retaining a low degree of volatility.
  • The portfolio of TATA Absolute Return Fund is constructed with 65 to 70 per cent of invested capital fixed income and 50 per cent of the fund’s gross exposure in a hedge portfolio.
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

TATA PMS ACT INVESTMENT APPROACH

AMC Name: Tata Asset Management Ltd Inc Date: Feb 12,2019
multi cap
(PMS)
128 Strategy -2.2 -7.8 -11.9 -0.8 24.9 12.5 -- -- 10.3
S&P BSE 200 -5.1 -9.7 -9.6 -0.2 25.1 11.4 -- -- 12.5

EMERGING OPPORTUNITIES

AMC Name: Tata Asset Management Ltd Inc Date: 4/1/06
multi cap
(PMS)
11 Strategy -3 -9.9 -11.7 0.7 22.3 10.8 9.7 - 10.3
Nifty Mid Cap 100 -6.5 -10.9 -13.1 -1.9 34.2 14.4 8.3 - 11.1

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For any queries, contact us on Mobile: +91 836 858 6435, Landline: 02040068995,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.