PMS

AMC : Tata Pms

Strategy : Act

Category : Multi Cap

Incep Date : 01-02-2019

Investment Objective :

The Portfolio objective is Sustainable capital appreciation through a combination of investment styles across market cap

Investment Description :

The portfolio would be constructed on a bottoms up basis across sectors and market caps. Given the above investment framework there would be blend of styles predominantly across the following pillars; All Weather stocks – Quality and Compounding, Catalysts for Growth – Growth at Reasonable Price and Turnaround Candidates – Growth at Reasonable Price and Value with Catalyst.

Investment Strategy :

The portfolio would be constructed on a bottoms up basis across sectors and market caps. Given the above investment framework there would be blend of styles predominantly across the following pillars; All Weather stocks – Quality and Compounding, Catalysts for Growth – Growth at Reasonable Price and Turnaround Candidates – Growth at Reasonable Price and Value with Catalyst.

Scheme Document

Coming soon