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Tata - Enterprising India Investment Approach
Tata - Enterprising India Investment Approach

Tata - Enterprising India Investment Approach

  • Tata Asset Management Ltd
  • Multi Cap AND Flexi Cap
  • 89
    Out of 115*
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PMS Bazaar
Portfolio age19 years, 4 months
-0.36%
3.68%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/07/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (21.03%)
Allocation by Market Cap
Small Cap (14.38%)
Mid Cap (22.56%)
Large Cap (34.75%)
Sector Holdings
  • Financial Services14.52%
  • Capital Goods12.02%
  • Fast Moving Consumer Goods9.37%
  • Telecommunication7.49%
  • Health Care6.42%
Stock Holdings
  • Cash & Cash Equivalents21.03%
  • Hitachi Energy India Limited5.82%
  • ICICI Bank Ltd5.24%
  • HDFC Bank Ltd4.95%
  • Mahindra & Mahindra Ltd4.91%

bt_logoPORTFOLIO MANAGERS

Krutika Vispute
  • Manager Rank114 Out of 163
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr0.62%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
11 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
37 Out of 248
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
46 Out of 248
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
44 Out of 248
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 248
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 248
Fixed Fee
2.50%
AUM (₹ Cr)
₹245.46 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 248
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 248
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 248
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Tata Asset Management Ltd
Tata Asset Management Ltd manages assets worth Rs 1685.71 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

1,685.71 (As on Jun, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
11 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
37 Out of 248
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
46 Out of 248
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Tata - Enterprising India Investment Approach?
There is no option for Hurdle rate.
What is the fixed fee charged in Tata - Enterprising India Investment Approach ?
The fixed fee charged in Tata - Enterprising India Investment Approach is 2.50%.
What is the variable fee charged in Tata - Enterprising India Investment Approach ?
There is no option for Variable fee.
What is the profit sharing in Tata - Enterprising India Investment Approach ?
There is no option for Profit sharing.
What is the minimum investment in Tata - Enterprising India Investment Approach ?
The minimum investment in Tata - Enterprising India Investment Approach is ₹50 Lacs
What type of scheme is Tata - Enterprising India Investment Approach?
Tata - Enterprising India Investment Approach is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Tata - Enterprising India Investment Approach?
The inception date of Tata - Enterprising India Investment Approach is Apr 10, 2006.
What is the exit load of Tata - Enterprising India Investment Approach?
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.