Tata Asset Management Private Limited • Equity
Tata PMS Emerging Opportunities Investment Approach is an equity portfolio management service (PMS) strategy run by Tata Asset Management Private Limited, launched on 4 Apr 2006. It manages ₹1.59 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.38% over 1 year, +15.41% over 3 years and +14.05% over 5 years (+11.43% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +8.83% |
| 3 Months | -1.47% |
| 1 Year | +5.38% |
| 3 Years | +15.41% |
| 5 Years | +14.05% |
| Since Inception | +11.43% |
| management fee | Fixed Fees: 2.5% p.a. |
| performance fee | Variable Fees: Nil |
| exit load | 1% within 3 months, Nil thereafter |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callTata PMS Emerging Opportunities Investment Approach has a 1-year return of +5.38%, a 3-year return of +15.41%, a 5-year return of +14.05% and +11.43% since inception. Past performance is not indicative of future results.
Tata PMS Emerging Opportunities Investment Approach manages ₹1.59 Cr of client assets.
The fee structure for Tata PMS Emerging Opportunities Investment Approach includes: management fee: Fixed Fees: 2.5% p.a.; performance fee: Variable Fees: Nil; exit load: 1% within 3 months, Nil thereafter.
The minimum investment for Tata PMS Emerging Opportunities Investment Approach is ₹50 Lakhs.
Tata PMS Emerging Opportunities Investment Approach was launched on 4 Apr 2006. It has a 20-year track record.
Description
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