Tata Asset Management Private Limited

Debt, Equity · 7 investment approaches

Total AUM

₹3.6K Cr

Years Active

20.4

AUM Change (3M)

-2.2%

AUM Change (1Y)

+111.7%

Min Investment

₹50L

Schemes

7

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Tata PMS Enterprising India Plus Investment Approach	Equity	₹1 Cr	+1.01%	+8.94%	+11.93%	+11.17%	0.66
Tata PMS Enterprising India Investment Approach	Equity	₹2 Cr	+9.20%	+7.00%	+12.59%	+11.41%	0.47
TATA PMS SELECT ULTRA SHORT - 6 MONTHS APPROACH	Debt	₹22 Cr	+0.70%	+6.85%	-	+6.45%	-
TATA PMS SELECT LIQUID- 3 MONTHS APPROACH	Debt	₹32 Cr	+0.58%	+6.55%	-	+6.13%	-
Tata PMS Emerging Opportunities Investment Approach	Equity	₹2 Cr	+8.83%	+5.38%	+15.41%	+11.43%	0.64
TATA PMS - RETIREMENT FUND	Debt	₹3.5K Cr	-0.20%	+4.94%	+7.57%	+6.97%	0.41
Tata PMS ACT Investment Approach	Equity	₹1 Cr	-2.33%	-2.03%	+6.85%	+11.30%	0.26

Tata PMS Enterprising India Plus Investment Approach

Tata PMS Enterprising India Investment Approach

TATA PMS SELECT ULTRA SHORT - 6 MONTHS APPROACH

TATA PMS SELECT LIQUID- 3 MONTHS APPROACH

Tata PMS Emerging Opportunities Investment Approach

TATA PMS - RETIREMENT FUND

Tata PMS ACT Investment Approach