Tata Asset Management Private Limited — PMS strategies
Tata Asset Management Private Limited is a SEBI-registered portfolio manager running 3 strategies in our tracker, holding ₹3,652 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.
All 3 strategies from Tata Asset Management Private Limited
- TATA PMS - RETIREMENT FUNDHybrid₹3,650 CrAUM7.9%3Y
- Tata PMS ACT Investment Approach₹1 CrAUM7.4%3Y
- Tata PMS Enterprising India Plus Investment Approach₹1 CrAUM11.0%3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.