APMI

Tata PMS ACT Investment Approach

Investment Approach Details

₹131.99

(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

12/02/2019

Age

5.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.5% p.a.

Variable Fees Structure

Nil

Exit Load

1% within 3 months. Nil thereafter

Purpose

The Objective of the investment approach is to generate sustainable capital appreciation over long term. The portfolio manager would aim to achieve this objective by constructing a portfolio of stocks with potential for growth, backed by strong and credible managements with proven track record and execution capabilities.

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

0.07

1 Year Turnover

0.61