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TATA PMS Bluechip

TATA PMS Bluechip

Fund Snapshot

Year of Inception 2011
Number of Stocks 25-35
Investment Horizon Long Term
Fund Managers Danesh Mistry & Surjit Singh Arora

About Fund Managers

Danesh Mistry has worked in fund management, equity analysis, and investment banking for over 17 years. He has done his graduation in B.com from Mumbai & IES CCDC PG Diploma in Business Management

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.

Unique Feature

Conservative management of bluechip concentrated portfolio

Investment Philosophy

  • Via a bottom-up stock-picking strategy, TATA PMS Bluechip portfolio is controlled conservatively and diversified across various sectors of the Indian economy.
  • The long-term aim of this strategy is to produce moderate capital appreciation while posing a low risk.