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Tata Asset Management Company

TATA Asset Management Company was established in March 1994 they have their presence in 80+ locations across India and serve India – investments of investors from Japan, Europe & the Middle East through an exclusive partnership. TATA AMC is the only AMC in India to adopt the Malcolm Baldrige model of USA for business excellence.

List of Funds: 

  • 1. TATA Bluechip Strategy
  • 2. TATA Consumption Strategy
  • 3. TATA Emerging Opportunities Strategy
  • 4. TATA Bluechip Plus Strategy
  • 5. TATA Act PMS

Taxation:

The tax system of PMS is Different from Mutual funds as the Stocks held in PMS are considered as the stock held with the investors only, so every time the portfolio manager sells shares, there capital gain or loss and the tax liability will be borne by the investor. At the end of every year, the PMS house provides the audited capital gain or loss statement to its investors for tax calculation.

  • • Short term capital gain (less than one year): 15% of the gain
  • • Long term capital gain (more than one year): 10% of gain in excess of Rs one lakh per year


Minimum Investment:

Rs.50 Lakh

1) Tata Bluechip Strategy:

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Largecap
14.5%
6.8%
15.3%
9.5%
9.40 (2006)

Strategy — TATA Bluechip strategy objective is to generate moderate capital appreciation with relatively lower risk over a long period of time. The blue-chip strategy would be a large-cap oriented portfolio with mid-cap up to 30% of the portfolio. The strategy will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy. 

Exit Load — 3% in the first year, 2% within 2 years, and 1% within 3 years. No exit load after 3 years 

2) Tata Consumption Strategy:

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Thematic
3.7%
2.1%
15.1%
13.7%
16.4 (2010)

Strategy — TATA Consumption Strategy objective is to seek long term capital appreciation by investing primarily in the companies which are mostly geared to capture the Indian consumption story. Strategy will have companies that have ability to generate sustainable stakeholder value, positioned to capture Indian consumption opportunities.

Exit Load — 3% in the first year, 2% within 2 years and 1% within 3 year. No exit load after 3 years

3) Tata Emerging Opportunities:

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Midcap
6.39%
3.19%
3.65%
10.6%
9.26 (2006)

Strategy — TATA Emerging opportunities strategy objective is to generate capital appreciation with relatively higher risk over the long term. Emerging Opportunities Strategy would be predominantly in midcap-cap stocks. Stock selection would be based on various valuation parameters and the attempt would be to invest in stocks which are available at reasonable valuation with higher growth visibility.

Exit Load 3% in the first year, 2% within 2 years and 1% within 3 year. No exit load after 3 years

4) Tata Bluechip Plus Strategy:

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Largecap
15%
7%
13.4%
7.6%
10.3 (2011)

Strategy — The portfolio will be managed in a conservative fashion and will be diversified across various sectors of the Indian economy. The investment would also include allocation to gold ETFs to diversify the portfolio. Generate moderate capital appreciation with relatively lower risk over the long term.

Exit Load — 3% in the first year, 2% within 2 years and 1% within 3 year. No exit load after 3 years

5) Tata ACT

Category 1 Yr 2 Yrs 3 Yrs 5 Yrs Inception Year
Multicap
3.75%
-
-
-
-1.30 (2019)

Strategy — Combination of investment styles. No Market-Cap bias. Each category has distinct characteristics, operating in different environment, giving an all round character to the portfolio. Portfolio risk diversified across 25-35 stocks.

Exit Load — 3% in the first year, 2% within 2 years and 1% within 3 year. No exit load after 3 years

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