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Tata - Emerging opportunities
Tata - Emerging opportunities

Tata - Emerging opportunities

  • Tata Asset Management Ltd
  • Small AND Mid Cap
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PMS Bazaar
Portfolio age20 years, 2 months
-9.87%
-11.37%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/03/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (17.32%)
Allocation by Market Cap
Small Cap (36.61%)
Mid Cap (28.68%)
Large Cap (17.39%)
Sector Holdings
  • Financial Services23.61%
  • Capital Goods21%
  • Fast Moving Consumer Goods8.18%
  • Healthcare8.15%
  • Metals & Mining6.87%
Stock Holdings
  • Cash & Cash Equivalents17.32%
  • Muthoot Finance Limited7.11%
  • Indian Bank6.72%
  • IPCA Laboratories Ltd5.98%
  • Hitachi Energy India Limited5.2%

bt_logoPORTFOLIO MANAGERS

Pranav Mise
  • Manager Rank Out of 38
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

Over 6 years of experience in Portfolio Valuations and Portfolio Management. He is with Tata Asset Management Pvt Ltd. since the last 3 years in the Investments team of Portfolio Management. Prior to joining Tata Asset Pvt Management Ltd., Pranav was with Daiwa Portfolio Advisory, India in the Investments team covering the India and Indonesia Investments. He has also worked with ICRA Management Consulting leading the valuations for credit papers. Pranav is a Postgraduate in Management Studies (MMS) with a specialization in Finance from N L Dalmia Institute of Management Studies, University of Mumbai. He has done his Bachelor’s in Engineering (BE, Information Technology) from University of Nagpur

Other Schemes
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
15.19
(As on Mar, 2026)
Inception Date
Apr 01, 2006
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Generate capital appreciation with relatively higher risk over the long term.

Investment Approach

Portfolio would be pre-dominantly midcap-cap stocks. Stock selection would be based on various valuation parameters and the attempt would be to invest in stocks which are available at reasonable valuation with higher growth visibility.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

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Small Midcap
AUM (₹ Cr)
₹121.47 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 58
Fixed Fee
2.00%
Scheme Return
44.39%
Benchmark Return
7.49%
Bin73 Sunrise Alpha
AUM (₹ Cr)
₹39.70 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 58
Fixed Fee
2.50%
Scheme Return
30.05%
Benchmark Return
10.38%
Diversified Fund
AUM (₹ Cr)
₹449.18 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 58
Fixed Fee
2.00%
Scheme Return
27.5%
Benchmark Return
10.38%
Green Portfolio - Special
AUM (₹ Cr)
₹313.52 Cr
Hurdle Rate
10% or 8%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 58
Fixed Fee
2.25%
Scheme Return
24.28%
Benchmark Return
10.38%
Xylem Maverick Strategy
AUM (₹ Cr)
₹53.07 Cr
Hurdle Rate
15%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 58
Fixed Fee
No Option
Scheme Return
23.72%
Benchmark Return
10.38%
QueenBee
AUM (₹ Cr)
₹106.71 Cr
Hurdle Rate
0.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 58
Fixed Fee
1.00%
Scheme Return
23.68%
Benchmark Return
10.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Tata Asset Management Ltd
Tata Asset Management Ltd manages assets worth Rs 3906.01 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

3,906.01 (As on Mar, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Tata - Emerging opportunities?
There is no option for Hurdle rate.
What is the fixed fee charged in Tata - Emerging opportunities ?
The fixed fee charged in Tata - Emerging opportunities is 2.50%.
What is the variable fee charged in Tata - Emerging opportunities ?
There is no option for Variable fee.
What is the profit sharing in Tata - Emerging opportunities ?
There is no option for Profit sharing.
What is the minimum investment in Tata - Emerging opportunities ?
The minimum investment in Tata - Emerging opportunities is ₹50 Lacs
What type of scheme is Tata - Emerging opportunities?
Tata - Emerging opportunities is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Tata - Emerging opportunities?
The inception date of Tata - Emerging opportunities is Apr 01, 2006.
What is the exit load of Tata - Emerging opportunities?
Exit load is NA if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.

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