Portfolio Management Services (PMS)
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.
Tata Capital PMS offerings are depicted below:
|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||15.20%||15.60%|
|ICICI Prudential Flexicap Portfolio Strategy||Large Cap||The Portfolio currently focuses on large cap quality & counter cyclical bets as compared to Midcaps.In periods of huge outperformance of midcaps/smallcaps over large caps, the portfolio looks to tilt its exposure towards high quality large caps, similarly when midcaps/small caps underperform large caps, the portfolio would look at increasing the exposure in midcaps and small caps.||17.06%||15.69%|
|Birla Select Sector Portfolio||Multi Cap||This portfolio endeavors to invest in companies which can double in the next 3 to 4 years on the back of high earnings growth while having lower downside on account of reasonable valuations.||16.90%||15.61%|
Performance as on 30th April 2018