APMI

Tata PMS Enterprising India Plus Investment Approach

Investment Approach Details

₹13.66

(AUM CR)

PMS Provider Name

Tata Asset Management Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

18/10/2011

Age

13.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the Investment approach is to invest in two broad asset classes: namely gold ETF and equity and equity related instruments. The equity portion of the portfolio will mimic the portfolio of Tata PMS Enterprising India Investment Approach. In the equity portion, the investment approach endeavours to generate long-term capital appreciation by investing in enterprises that benefit from India's long-term growth potential as well as demographic dividend.

Fund Manager Details


MR. KUNAL PAWASKAR
Work Exp. NA
Email ID kpawaskar@tataamc.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/12/2023

1 Month Turnover

0.12

1 Year Turnover

0.49