TATA PMS Consumption

Invest In The Growing Indian Consumption Space

Key Attributes

Inception Date: 01 December 2010

Number of Stocks : 25-35 from consumer , banking and auto space

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

To seek long term capital appreciation by investing primarily in the equity and equity related instruments of companies most geared to capture the Indian consumption story.

Investment Philosophy

  1. Rising incomes and growing youth population have been key growth drivers of the sector. Brand consciousness has also aided demand
  2. Low penetration levels in rural market offers room for growth.Disposable income in rural India has increased due to the direct cash transfer scheme.
  3. Many players are expanding into new geographies

Portfolio Strategy

  1. Thematic large cap oriented portfolio
  2. Portfolio of 25 to 35 stocks
  3. Portfolio will have companies that have ability to generate sustainable stake holder value positioned to capture Indian consumption opportunities
  4. Pre-dominantly portfolio would comprise of FMCG, Auto, and Banking sector stocks
  5. Rising incomes and growing youth population have been key growth drivers of the sector. Brand consciousness has also aided demand.  Low penetration levels in rural market offers room for growth. Disposable income in rural India has increased due to the direct cash transfer scheme. Many players are expanding into new geographies and categories. Strategy will look to capture these themes.

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