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Tata - Emerging opportunities
Tata - Emerging opportunities

Tata - Emerging opportunities

  • Tata Asset Management Ltd
  • Small AND Mid Cap
  • 22
    Out of 26*
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Portfolio age19 years, 8 months
1.55%
4.27%
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 31/10/2025)
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 (3.57%)
Allocation by Market Cap
Small Cap (54.88%)
Mid Cap (10.63%)
Large Cap (30.92%)
Sector Holdings
  • Financials Services24.96%
  • Capital Goods21.6%
  • Fast Moving Consumer Goods12.82%
  • Healthcare8.84%
  • Metals & Mining7.66%
Stock Holdings
  • Cash & Cash Equivalents18.31%
  • Muthoot Finance Ltd6.66%
  • Indian Bank Ltd6.37%
  • Muthoot Finance Limited5.34%
  • Ipca Laboratories Ltd.5.01%

bt_logoPORTFOLIO MANAGERS

Pranav Mise
  • Manager Rank25 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM135.2
  • Highest Return In 1 Yr0.66%
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
  • table
  • Grid
Compare
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
₹12.10 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
201 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
Tata - ACT
AUM (₹ Cr)
₹104.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 251
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
4.27%
Tata - Emerging opportunities
AUM (₹ Cr)
₹18.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
45 Out of 53
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
18.50
(As on Oct, 2025)
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

  • table
  • Grid
Compare
Tata - Emerging opportunities
AUM (₹ Cr)
₹18.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
45 Out of 53
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
4.27%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
*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 3946.88 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

3,946.88 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Tata - Enterprising India Investment Approach
AUM (₹ Cr)
₹12.10 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
201 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
Tata - ACT
AUM (₹ Cr)
₹104.60 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
224 Out of 251
Fixed Fee
2.50%
Scheme Return
1.73%
Benchmark Return
4.27%
Tata - Emerging opportunities
AUM (₹ Cr)
₹18.50 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
45 Out of 53
Fixed Fee
2.50%
Scheme Return
1.55%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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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