PMS

TATA PMS ACT

Multi Cap · Portfolio Management Services

TATA PMS ACT is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Pranav Mise & Ms.Krutika Vispute. It has returned -2.03% over 1 year, +6.85% over 3 years, +8.03% over 5 years, as reported by the fund manager. It manages about ₹0.54 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-2.33%Benchmark -0.09%
3 months
-0.32%Benchmark +3.86%
6 months
-2.72%Benchmark +1.43%
1 year
-2.03%Benchmark +4.72%
2 years
-4.97%Benchmark -0.11%
3 years
+6.85%Benchmark +12.09%
5 years
+8.03%Benchmark +10.91%
Since inception
+11.30%Benchmark +14.75%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Pranav Mise & Ms.Krutika Vispute
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹0.54 Cr
Inception: 12 February 2019
Minimum investment: ₹50 lakh
Allocations: %
Large Cap: 34.48
Mid Cap: 22.79
Small Cap: 38.74
Cash: 3.99

Common questions

What are the returns of TATA PMS ACT?

TATA PMS ACT has returned -2.33% (1 month), -0.32% (3 months), -2.72% (6 months), -2.03% (1 year), -4.97% (2 years), +6.85% (3 years), +8.03% (5 years), +11.30% (Since inception). Periods over one year are annualised.

What is the minimum investment for TATA PMS ACT?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages TATA PMS ACT?

The fund manager is Mr. Pranav Mise & Ms.Krutika Vispute.