TATA PMS Emerging Opportunities

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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

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.

 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

About Fund Managers

Danesh Mistry 

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.

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.

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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.