TATA PMS ACT


Key Portfolio Attributes

Inception Date: 12 Jan 2019

Number of Stocks : 25 - 35

Fund Manager Name: Danesh Mistry & Surjit Singh Arora

Fund Manager Experience: Danesh Mistry : 17+ years of experience in fund management , equity research and investment banking. Graduate in Bcom from University of Mumbai and PG Diploma in business admin from IES CCDC

Fund Manager Experience: Surjit Singh Arora : 13+ years experience in equity research and fund management . He has done his Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.

Investment Objective

The objective of the strategy would be to generate sustainable capital appreciation over the long term.

Investment Philosophy

• Combination of investment styles i.e. Catalysts for growth, All Wheather stocks, Turn around candidates.

Portfolio Strategy

• No Market-Cap bias.

• Each category has distinct characteristics, operating in different environment, giving an all-round character to the portfolio.

• Portfolio risk diversified across ~ 25-35 stocks.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.5%-3.5%-9.1%2.5%30.6%13.3%--11.4%
BSE 200-4.1%-1.0%-2.8%6.7%33.3%12.9%--14.6%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Industrial Manufacturing 6.47
Automobile 11.77
Information Technology 13.46
Consumer Goods 16.18
Financial Services 24.71

Market Cap Allocation


Allocations %
Large Cap 47.9
Mid Cap 14.5
Small Cap 28.1
Cash 9.5


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.




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Do Not Simply Invest, Make Informed Decisions