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Tata - Emerging opportunities

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Tata - Emerging opportunities

Tata - Emerging opportunities

  • Tata Asset Management Ltd
  • SMALL AND MID CAP
  • 15
    Out of 17*
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Portfolio age 18 years, 11 months
-5.60%
-3.43%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (87.5%)
CASH AND EQUIVALENT (12.5%)
Allocation by Market Cap
Small Cap (46.8%)
Large Cap (22.12%)
Mid Cap (18.58%)
Sector Holdings
  • Capital Goods 22.17%
  • Financial Services 19.91%
  • Fast Moving Consumer Goods 16.04%
  • Healthcare 10.32%
  • Construction Materials 8.86%
Stock Holdings
  • Cash & Cash Equivalents 12.50%
  • Orient Cement Limited 5.26%
  • Ipca Laboratories Ltd 5.25%
  • Windlas Biotech Limited 5.07%
  • Muthoot Finance Limited 4.94%

PORTFOLIO MANAGERS

Pranav Mise
  • Manager Rank 18 Out of 29
    i
    Rank is based on 3-year return
  • Schemes Managed 3
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 18.25%
Profile

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

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
33 Out of 176
Fixed Fee
2.50%
Scheme Return
-4.08%
Benchmark Return
-3.43%
Tata - ACT
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
55 Out of 176
Fixed Fee
2.50%
Scheme Return
-5.29%
Benchmark Return
-3.43%
Tata - Emerging opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
6 Out of 44
Fixed Fee
2.50%
Scheme Return
-5.60%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Tata - Enterprising India Investment Approach
1Out of 3
-4.08%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Tata - ACT
1Out of 3
-5.29%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Tata - Emerging opportunities
1Out of 3
-5.60%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Krutika Vispute
  • Manager Rank 18 Out of 29
    i
    Rank is based on 3-year return
  • Schemes Managed 3
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 18.25%
Profile

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.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
33 Out of 176
Fixed Fee
2.50%
Scheme Return
-4.08%
Benchmark Return
-3.43%
Tata - ACT
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
55 Out of 176
Fixed Fee
2.50%
Scheme Return
-5.29%
Benchmark Return
-3.43%
Tata - Emerging opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
6 Out of 44
Fixed Fee
2.50%
Scheme Return
-5.60%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Tata - Enterprising India Investment Approach
1Out of 3
-4.08%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Tata - ACT
1Out of 3
-5.29%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
Tata - Emerging opportunities
1Out of 3
-5.60%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Apr 1, 2006
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is NA if redeemed in 0-1 year, NA if redeemed in >1-2 years, NA if redeemed in >2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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Investment Philosophy

Objective

Generate capital appreciation with relatively higher risk over the long term.

Investment Approach

Portfolio would be pre-dominantly midcap-cap stocks. Stock selection would be based on various valuation parameters and the attempt would be to invest in stocks which are available at reasonable valuation with higher growth visibility.

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Tata - Emerging opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 44
Fixed Fee
2.50%
Scheme Return
-5.60%
Benchmark Return
-3.43%
Fyers Genesis Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 44
Fixed Fee
1.00%
Scheme Return
-0.65%
Benchmark Return
-3.43%
Diversified Fund
AUM (₹ Cr)
113.62
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 44
Fixed Fee
No Option
Scheme Return
-3.06%
Benchmark Return
-3.43%
Green Lantern - Growth Fund
AUM (₹ Cr)
890.74
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 44
Fixed Fee
No Option
Scheme Return
-4.23%
Benchmark Return
-3.43%
Focus Fund
AUM (₹ Cr)
21.38
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 44
Fixed Fee
No Option
Scheme Return
-5.05%
Benchmark Return
-3.43%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 44
Fixed Fee
2.00%
Scheme Return
-5.38%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Tata - Emerging opportunities
1Out of 44
-5.60%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
No Option
₹UNDISC. Cr.
Fyers Genesis Fund
1Out of 44
-0.65%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
7.00%
₹UNDISC. Cr.
Diversified Fund
1Out of 44
-3.06%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
No Option
₹113.62 Cr.
Green Lantern - Growth Fund
1Out of 44
-4.23%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
10%
₹890.74 Cr.
Focus Fund
1Out of 44
-5.05%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
No Option
₹21.38 Cr.
ATLAS - Midcap PMS Fund
1Out of 44
-5.38%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
0% or 20%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Tata Asset Management Ltd
Tata Asset Management Ltd manages assets worth Rs 1593.65 crores. Its current offering of PMS schemes includes 2 Multi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

1593.65 (As on Jan, 2025)

Number of Schemes

3
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
33 Out of 176
Fixed Fee
2.50%
Strategy Return
-4.08%
Benchmark Return
-3.43%
Tata - ACT
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
55 Out of 176
Fixed Fee
2.50%
Strategy Return
-5.29%
Benchmark Return
-3.43%
Tata - Emerging opportunities
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
6 Out of 44
Fixed Fee
2.50%
Strategy Return
-5.60%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Tata - Enterprising India Investment Approach
1Out of 3
-4.08%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹UNDISC. Cr.
Tata - ACT
1Out of 3
-5.29%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹UNDISC. Cr.
Tata - Emerging opportunities
1Out of 3
-5.60%
-3.43%
S&P BSE 500 TRI
No Option
SMALL AND MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Tata - Emerging opportunities?
The hurdle rate of Tata - Emerging opportunities is No Option.
What is the fixed fee charged in Tata - Emerging opportunities ?
The fixed fee charged in Tata - Emerging opportunities is 2.50%.
What is the variable fee charged in Tata - Emerging opportunities ?
The variable fee charged in Tata - Emerging opportunities is No Option .
What is the profit sharing in Tata - Emerging opportunities ?
The profit sharing in Tata - Emerging opportunities is No Option.
What is the minimum investment in Tata - Emerging opportunities ?
The minimum investment in Tata - Emerging opportunities is ₹50 Lac
What type of scheme is Tata - Emerging opportunities?
Tata - Emerging opportunities is an Equity scheme. It falls in the SMALL AND MID CAP category.
What is the inception date of Tata - Emerging opportunities?
The inception date of Tata - Emerging opportunities is Apr 1, 2006 .
What is the exit load of Tata - Emerging opportunities?
Exit load is NA if redeemed in 0-1 year, NA if redeemed in >1-2 years, NA if redeemed in >2-3 years, 0% thereafter.

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