Tata Asset Management Private Limited • Equity
Tata PMS ACT Investment Approach is an equity portfolio management service (PMS) strategy run by Tata Asset Management Private Limited, launched on 12 Feb 2019. As of 30 Sep 2026, it manages ₹0.54 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.46% over 1 year, +6.24% over 3 years and +7.05% over 5 years (+10.96% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.96 percentage points behind of its benchmark. Its 3-year return ranks 388th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Pranav Mise.
Ranked nearby on 3-year return: Others Equity (+6.27%), Focussed Multicap (+6.25%), Centrum Built to Last NRI. (+6.21%), Dynamic High Growth (+6.19%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.42% |
| 3 Months | -1.42% |
| 1 Year | -2.46% |
| 3 Years | +6.24% |
| 5 Years | +7.05% |
| Since Inception | +10.96% |
| management fee | Fixed Fees: 2.5% p.a. |
| performance fee | Variable Fees: Nil |
| exit load | 1% within 3 months. Nil thereafter |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callTata PMS ACT Investment Approach has a 1-year return of -2.46%, a 3-year return of +6.24%, a 5-year return of +7.05% and +10.96% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Tata PMS ACT Investment Approach returned +7.05% against +8.91% for the BSE 500 TRI, 1.86 percentage points behind. Over 3 years it returned +6.24% against +9.20%; Over 1 year it returned -2.46% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Tata PMS ACT Investment Approach's 3-year return of +6.24% ranks 388th as of 30 Sep 2026.
Tata PMS ACT Investment Approach is managed by Mr. Pranav Mise at Tata. The strategy manages ₹0.54 Cr of client assets as of 30 Sep 2026.
Tata PMS ACT Investment Approach manages ₹0.54 Cr of client assets as of 30 Sep 2026.
The fee structure for Tata PMS ACT Investment Approach includes: management fee: Fixed Fees: 2.5% p.a.; performance fee: Variable Fees: Nil; exit load: 1% within 3 months. Nil thereafter.
The minimum investment for Tata PMS ACT Investment Approach is ₹50 Lakhs.
Tata PMS ACT Investment Approach was launched on 12 Feb 2019. It has a 7-year track record.
Description
All Tata PMS strategies →Browse all PMS strategies in India →