Tata Asset Management Private Limited • Equity
Tata PMS Enterprising India Investment Approach is an equity portfolio management service (PMS) strategy run by Tata Asset Management Private Limited, launched on 10 Apr 2006. It manages ₹2.37 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.00% over 1 year, +12.59% over 3 years and +11.97% over 5 years (+11.41% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
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 | +9.20% |
| 3 Months | -0.47% |
| 1 Year | +7.00% |
| 3 Years | +12.59% |
| 5 Years | +11.97% |
| Since Inception | +11.41% |
| 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 Enterprising India Investment Approach has a 1-year return of +7.00%, a 3-year return of +12.59%, a 5-year return of +11.97% and +11.41% since inception. Past performance is not indicative of future results.
Tata PMS Enterprising India Investment Approach manages ₹2.37 Cr of client assets.
The fee structure for Tata PMS Enterprising India 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 Enterprising India Investment Approach is ₹50 Lakhs.
Tata PMS Enterprising India Investment Approach was launched on 10 Apr 2006. It has a 20-year track record.
Description
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