TATA - ACT

EQUITY MULTI CAP

The portfolio would be constructed on a bottoms up basis across sectors and market caps. Given the above investment framework there would be blend of styles predominantly across the following pillars; All Weather stocks – Quality and Compounding, Catalysts for Growth – Growth at Reasonable Price and Turnaround Candidates – Growth at Reasonable Price and Value with Catalyst.

+9.82%

3Y annualised returns

+12.89%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

12 Feb '19

Total AUM

₹70.96Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity89.1%

Cash9.7%

Others1.2%

Equity market cap split

Small Cap35.0%

Large Cap30.7%

Mid Cap23.4%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

Exit Load: 1 Year: NA, 2 Year: NA, 3 Year: NA

PMS management

PM
Pranav Mise
Fund Manager, Investments
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About

Over 6 years of experience in Portfolio Valuations and Portfolio Management. He is with Tata Asset Management Pvt Ltd. since the last 3 years in the Investments team of Portfolio Management. Prior to joining Tata Asset Pvt Management Ltd., Pranav was with Daiwa Portfolio Advisory, India in the Investments team covering the India and Indonesia Investments. He has also worked with ICRA Management Consulting leading the valuations for credit papers. Pranav is a Postgraduate in Management Studies (MMS) with a specialization in Finance from N L Dalmia Institute of Management Studies, University of Mumbai. He has done his Bachelor’s in Engineering (BE, Information Technology) from University of Nagpur

Experience

Over 6 years of experience in portfolio valuations and portfolio management.

Investment philosophy

Specializes in portfolio valuations, portfolio management, and credit paper valuation.

Previously worked at

Daiwa Portfolio Advisory, India
ICRA Management Consulting

Awards

Managed India and Indonesia investments at Daiwa Portfolio Advisory. Led the valuations for credit papers at ICRA Management Consulting.

KV
Krutika Vispute
Fund Manager
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About

With over 8 years of experience in investment research, Krutika joined Tata Asset Management in June 2022. Prior to joining Tata Asset Management, she has worked with Envision Capital for 4+ years as a Research Analyst covering Indian equities across multiple sectors. She has also worked with Anand Rathi Private Wealth Management in the past. Krutika is a Chartered Accountant from the Institute of Chartered Accountants of India. She has done her bachelors in Commerce from Mulund College of Commerce, University of Mumbai

Experience

Over 8 years of experience in investment research.

Investment philosophy

Specializes in investment research and analysis of Indian equities across multiple sectors.

Previously worked at