Tata Asset Management Private Limited
Debt, Equity · 7 investment approaches
Total AUM
₹4.1K Cr
Years Active
20.0
AUM Change (3M)
-0.1%
AUM Change (1Y)
+158.9%
Min Investment
₹50L
Schemes
7
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Tata PMS Enterprising India Plus Investment Approach | Equity | ₹12 Cr | +1.24% | +25.73% | +17.44% | +11.62% | 1.05 |
Tata PMS Enterprising India Investment Approach | Equity | ₹10 Cr | +2.33% | +18.22% | +14.49% | +11.61% | 0.67 |
Tata PMS Emerging Opportunities Investment Approach | Equity | ₹18 Cr | +1.17% | +15.97% | +17.82% | +11.64% | 0.85 |
Tata PMS ACT Investment Approach | Equity | ₹90 Cr | -0.10% | +12.52% | +13.36% | +12.59% | 0.53 |
TATA PMS - RETIREMENT FUND | Debt | ₹3.9K Cr | +0.62% | +7.40% | +8.76% | +7.31% | 0.85 |
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% | — |