Tata Capital Emerging Opportunities Strategy PMS


Pre-dominantly midcap-cap Portfolio

Key Portfolio Attributes

Inception Date: 01 April 2006

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 this portfolio is to generate capital appreciation with relatively higher risk over the long term.

Investment Philosophy

Pre-dominantly midcap-cap stocks. Mid cap stocks are under-researched and so under owned as compared to large cap stocks. Stock selection would be based on various valuation parameters and the attempt is to invest in stocks which are available at reasonable valuation with higher growth visibility

Portfolio Strategy

  1. Combination of valuation & growth visibility
  2. Endeavor to capture the opportunity of alpha opportunity.
  3. Generate capital appreciation with relatively higher risk over the long term
  4. Portfolio risk diversified across ~ 25-35 stocks

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-6.0%-3.5%-8.6%6.6%28.0%12.2%10.9%15.8%10.6%
Nifty Midcap 100-5.3%0.2%-4.6%9.8%46.0%16.4%10.1%15.2%11.6%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %
Chemicals 8.15
Pharma 9.26
Automobile 17.77
Financial Services 18.67
Consumer Goods 24.66

Market Cap Allocation


Allocations %
Large Cap 13.6
Mid Cap 31.1
Small Cap 41.9
Cash 13.4


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