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 -2.46% over 1 year, +6.24% over 3 years, +7.05% 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
-1.42%Benchmark -5.57%
3 months
-1.42%Benchmark -3.59%
6 months
+6.06%Benchmark +8.07%
1 year
-2.46%Benchmark -2.33%
2 years
-5.65%Benchmark -3.93%
3 years
+6.24%Benchmark +9.20%
5 years
+7.05%Benchmark +8.91%
Since inception
+10.96%Benchmark +13.21%

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
Large Cap: 34.48%
Mid Cap: 22.79%
Small Cap: 38.74%
Cash: 3.99%
Number of Stocks: 25 - 35

Common questions

What are the returns of TATA PMS ACT?

TATA PMS ACT has returned -1.42% (1 month), -1.42% (3 months), +6.06% (6 months), -2.46% (1 year), -5.65% (2 years), +6.24% (3 years), +7.05% (5 years), +10.96% (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.