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Tata - Enterprising India Investment Approach
Tata - Enterprising India Investment Approach

Tata - Enterprising India Investment Approach

  • Tata Asset Management Ltd
  • Multi Cap AND Flexi Cap
  • 92
    Out of 118*
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Portfolio age19 years, 8 months
2.36%
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 (4.51%)
Allocation by Market Cap
Small Cap (19.3%)
Mid Cap (32.4%)
Large Cap (43.79%)
Sector Holdings
  • Financial Services22.15%
  • Capital Goods13.81%
  • Fast Moving Consumer Goods11.26%
  • Telecommunication8.9%
  • Automobile and Auto Components7.97%
Stock Holdings
  • Hitachi Energy India Limited7.09%
  • Indian Bank Ltd6.9%
  • Mahindra & Mahindra Ltd6.62%
  • ICICI Bank Ltd.6.5%
  • Hitachi Energy India Ltd6.36%

bt_logoPORTFOLIO MANAGERS

Krutika Vispute
  • Manager Rank130 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM135.2
  • Highest Return In 1 Yr0.66%
Profile

With over 8 years of experience in investment research, Krutika joined Tata Asset Management in June 2022. Prior to joining Tata Asset Management, she has worked with Envision Capital for 4+ years as a Research Analyst covering Indian equities across multiple sectors. She has also worked with Anand Rathi Private Wealth Management in the past. Krutika is a Chartered Accountant from the Institute of Chartered Accountants of India. She has done her Bachelors in Commerce from Mulund College of Commerce, University of Mumbai.

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)
12.10
(As on Oct, 2025)
Inception Date
Apr 10, 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

The investment approach endeavours to generate long-term capital appreciation by investing in enterprises that benefit from India’s long-term growth potential as well as demographic dividend.

Investment Approach

The portfolio manager will adopt a long-term mindset of partnering with some of the best enterprises listed in the Indian equity market.

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 - Enterprising India Investment Approach
AUM (₹ Cr)
₹12.10 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
200 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 - Enterprising India Investment Approach?
There is no option for Hurdle rate.
What is the fixed fee charged in Tata - Enterprising India Investment Approach ?
The fixed fee charged in Tata - Enterprising India Investment Approach is 2.50%.
What is the variable fee charged in Tata - Enterprising India Investment Approach ?
There is no option for Variable fee.
What is the profit sharing in Tata - Enterprising India Investment Approach ?
There is no option for Profit sharing.
What is the minimum investment in Tata - Enterprising India Investment Approach ?
The minimum investment in Tata - Enterprising India Investment Approach is ₹50 Lacs
What type of scheme is Tata - Enterprising India Investment Approach?
Tata - Enterprising India Investment Approach is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Tata - Enterprising India Investment Approach?
The inception date of Tata - Enterprising India Investment Approach is Apr 10, 2006.
What is the exit load of Tata - Enterprising India Investment Approach?
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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