Tata Asset Management Private Limited

Debt, Equity · 7 investment approaches

Total AUM

₹4.0K Cr

Years Active

20.1

AUM Change (3M)

-3.6%

AUM Change (1Y)

+144.7%

Min Investment

₹50L

Schemes

7

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Tata PMS Enterprising India Plus Investment Approach	Equity	₹11 Cr	-9.45%	+7.98%	+13.59%	+10.78%	0.55
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 - RETIREMENT FUND	Debt	₹3.8K Cr	-1.95%	+3.61%	+7.78%	+6.71%	0.32
Tata PMS Enterprising India Investment Approach	Equity	₹7 Cr	-10.05%	+0.75%	+10.96%	+10.97%	0.28
Tata PMS Emerging Opportunities Investment Approach	Equity	₹15 Cr	-9.87%	-2.59%	+14.39%	+11.01%	0.48
Tata PMS ACT Investment Approach	Equity	₹71 Cr	-9.56%	-4.64%	+9.82%	+10.86%	0.20

Tata PMS Enterprising India Plus Investment Approach

TATA PMS SELECT ULTRA SHORT - 6 MONTHS APPROACH

TATA PMS SELECT LIQUID- 3 MONTHS APPROACH

TATA PMS - RETIREMENT FUND

Tata PMS Enterprising India Investment Approach

Tata PMS Emerging Opportunities Investment Approach

Tata PMS ACT Investment Approach