Tata PMS strategies
Tata runs 7 portfolio management strategies listed with APMI, managing ₹3,644 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| TATA PMS - Retirement Fund | Debt | — | ₹3,585 Cr | +7.65% | — | — | ₹50 Lakhs | — |
| TATA PMS Select Liquid- 3 Months Approach | Debt | — | ₹32 Cr | — | — | — | ₹50 Lakhs | — |
| TATA PMS Select Ultra Short - 6 Months Approach | Debt | — | ₹21.8 Cr | — | — | — | ₹50 Lakhs | — |
| Tata PMS Enterprising India Investment Approach | Equity | — | ₹2.37 Cr | +12.59% | — | 2.5% fixed | ₹50 Lakhs | — |
| Tata PMS Emerging Opportunities Investment Approach | Equity | — | ₹1.59 Cr | +15.41% | — | 2.5% fixed | ₹50 Lakhs | — |
| Tata PMS Enterprising India Plus Investment Approach | Equity | Mr. Pranav Mise | ₹0.71 Cr | +11.93% | -0.16 pts | — | ₹50 Lakhs | Aug 2026 |
| Tata PMS ACT Investment Approach | Equity | Mr. Pranav Mise | ₹0.54 Cr | +6.85% | -5.24 pts | 2.5% fixed | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS