Expert-managed portfolios tailored to your financial goals.
The portfolio will be constructed using a bottom-up approach, spanning sectors and market capitalizations. It will include all-weather stocks that demonstrate quality and long-term compounding potential, growth catalysts identified through opportunities a
Pranav Mise is a Fund Manager at Tata Asset Management, with prior experience at Daiwa Funds and ICRA Consulting. He has... Pranav Mise is a Fund Manager at Tata Asset Management, with prior experience at Daiwa Funds and ICRA Consulting. He has over six years of expertise in portfolio valuation and investment management, with a focus on mid- and small-cap strategies. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.1% | 0.45% | -0.55% |
| 3 Months | 1.54% | -3.13% | 4.67% |
| 6 Months | 0.71% | 3.24% | -2.53% |
| 1 Year | 12.52% | 17.3% | -4.78% |
| 2 Year | 6.06% | 8.09% | -2.03% |
| 3 Year | 13.36% | 17.66% | -4.3% |
| 5 Year | 12.23% | 14.78% | -2.55% |
| Since Inception | 12.59% | 15.65% | -3.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.02% | -0.1% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.32% | -0.55% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.29% | -8.8% | 6.75% | 2.49% | 4.79% | 2.72% | -0.18% | -4.93% | -0.99% | 1.73% | -1.53% | 1.66% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -1.86% | -1.06% | -0.57% | -0.69% | 1.25% | -0.96% | 2.53% | -3.18% | -2.23% | -2.54% | -2.49% | 1.9% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.05% | 0.85% | 7.11% | 6.03% | 0.23% | 0.02% | -0.39% | -2.24% | -1.92% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 3.61% | 0.02% | 0.06% | 1.59% | -0.73% | -2.07% | 6.06% | -2.3% | -0.42% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 95.8 | 90.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 123.3 | 110.1 | 118 | 118.3 | 121.7 | 119.6 | 116 | 108.6 | 105.3 | 104.6 | 100.6 | 99.8 |
| 2024 | -- | -- | -- | 140 | 137.6 | 143.1 | 150.4 | 148 | 144.7 | 142.5 | 138.4 | 133.2 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
