TATA PMS Bluechip

Stability of a Blue Chip Portfolio

Key Attributes

Inception Date: 1st oct 2011

Number of Stocks : 25 - 35

Fund Manager Name: Danesh Mistry & Surjit Singh Arora

Fund Manager Experience: Danesh Mistry : 17+ years of experience in fund management , equity research and investment banking. Graduate in Bcom from University of Mumbai and PG Diploma in business admin from IES CCDC

Fund Manager Experience: Surjit Singh Arora : 13+ years experience in equity research and fund management . He has done his Bachelors in Management studies from Sydenham Institute and Masters in Management Studies in Finance.

Investment Objective

The objective of this strategy is to generate moderate capital appreciation with relatively lower risk over the long term.

Investment Philosophy

Portfolio will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy through bottom Up stock picking approach

Portfolio Strategy

  1. Portfolio would be large- cap oriented portfolio with mid-cap upto 30% of the portfolio.
  2. It will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy.
  3. Generate moderate capital appreciation with relatively lower risk over the long term.
  4. Combination of Large Cap & Mid Cap
  5. Portfolio risk diversified across ~ 25-35 stocks

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