Tata Asset Management Private Limited

Debt, Equity · 7 investment approaches

Total AUM

₹3.5K Cr

Years Active

20.5

AUM Change (3M)

-5.5%

AUM Change (1Y)

+101.8%

Min Investment

₹50L

Schemes

7

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
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	-1.14%	+3.03%	+6.95%	+6.61%	0.19
Tata PMS Enterprising India Plus Investment Approach	Equity	₹1 Cr	-6.02%	+0.99%	+9.97%	+10.65%	0.45
Tata PMS ACT Investment Approach	Equity	₹1 Cr	-1.42%	-2.46%	+6.24%	+10.96%	0.21

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 Enterprising India Plus Investment Approach

Tata PMS ACT Investment Approach