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Portfolio Management as an equity investment solution has been a popular choice among High Networth Individuals who want exposure to a variety of asset classes. Investors can opt for the services of a professional portfolio manager who suggests investment ideas while the control is still held by the investor. Alternatively, a portfolio manager can make investment decisions on behalf of the investor, thus creating a highly customized portfolio.

 

      Absolute Performance
Name of the PMS Category Investment Strategy 1 Year Benchmark
Kotak Special Situations Value Strategy Multi Cap The main objective of this strategy is to generate capital appreciation through investments in equities with a medium to long-term perspective. This strategy invests in all listed equity and equity related instruments with emphasis on capturing Value and Special Situation opportunities 52.81% 32.23%
Motilal Oswal IOP Strategy Small & Mid Cap Ddelivers long term capital appreciation by creating focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices. 65.57% 42.58%
ICICI Prudential Pipe Portfolio Small Cap Aims at generating capital appreciation by taking meaningful stakes in companies typically having market cap of below Rs. 2500 cr. 34.49% 43.38%

Performance as on 28th Feb '17

 

Important Information

Recently there have been cases of fraud being committed under the name of Tata Capital or Tata Finance. Customers are requested to read the attached advisory and be aware of misleading advertisements in the newspapers. Click here to read the advisory and be aware of misleading advertisements in the newspapers.

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Disclaimer:

Tata Capital Financial Services Limited ("TCFSL") is registered with the Securities Exchange Board of India as an Investment Advisor. The Registration No. is INA00000215