About Company
Tata Asset Management Limited
Tata Asset Management Limited was founded in 1994 and has over 25 years of experience in investment management. Our roots may be traced back to the Tata Group, a well-known and internationally praised industrial conglomerate whose business philosophy has made our country and its people partners in the development of wealth. Among investors, colleagues, workers, and the community, our history inspires “trust.”Though a rich history is something to be proud of, we also want to ensure that legacy is carried on through a set of well-defined and time-tested worldwide business standards. As one of India’s premier investment managers, we recognise that wealth management is just as vital as wealth generation.
TATA PMS ACT
Fund Snapshot
| Year of Inception | 2019 |
| Number of Stocks | 25-35 |
| Investment Horizon | Long Term |
| Fund Managers | Danesh Mistry & Surjit Singh Arora |
Investment Philosophy
- Catalysts for prosperity, All Weather stocks, and Turnaround candidates are examples of investment the investment approaches TATA PMS ACT.
- The long-term aim of the plan will be to create sustainable capital appreciation.
Unique Feature
Investing in all-weather stocks with no market-cap bias
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Tata PMS ACT Investment Approach
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Tata Asset Management Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹70.96 | -9.56 | -9.66 | -8.01 | -4.64 | 1.58 | 9.82 | 8.38 | 9.89 | 10.86 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | 1.32 | 12.89 | 9.27 | 11.76 | 13.51 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rajiv Sabharwal
Mr. Rajiv Sabharwal, a B. Tech from IIT Delhi and PGDM from IIM Lucknow, has over 32 years of experience in the banking and financial services industry. Mr. Sabharwal is currently the Managing Director & CEO of Tata Capital Limited. He is also the Chairman of Tata Capital Housing Finance Limited, Tata Securities Limited and Tata Asset Management Company Limited. He is also on the Board of Tata Capital Pte Ltd. He has served as an Executive Director on the Board of ICICI Bank where he was responsible for several businesses including retail banking, business banking, rural banking, financial inclusion, technology and digital banking. He has also served as the Chairman of ICICI Home Finance Company Limited and was on the Board of ICICI Prudential Life Insurance Company Limited. He was also on the Investment Advisory Committee (Real Estate) of ICICI Prudential AMC. Mr. Sabharwal has been acknowledged for his contribution to the growth of the Retail Banking and Real Estate & Housing Finance market in India. Mr. Sabharwal also has had experience in both Venture Capital and Growth Capital investing at Sequoia Capital and True North. He has served on the Boards of early stage and growth companies in Financial services. He has also served on committees of RBI and IBA. Mr. Sabharwal has had successful stints with True North Managers LLP, Sequoia Capital, Godrej Group, SRF Finance, GE Capital and Times Bank.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.