Tata Asset Management Private Limited • Equity
Tata PMS Enterprising India Plus Investment Approach is an equity portfolio management service (PMS) strategy run by Tata Asset Management Private Limited, launched on 18 Oct 2011. As of 30 Sep 2026, it manages ₹0.67 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.99% over 1 year, +9.97% over 3 years and +7.99% over 5 years (+10.65% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.77 percentage points ahead of its benchmark. Its 3-year return ranks 280th 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: Imperial India Focused Equity (+10.00%), Alphagen (+9.98%), Axis Ethical Portfolio (+9.95%), Enam India Core Equity Portfolio (+9.94%).
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 | -6.02% |
| 3 Months | +0.14% |
| 1 Year | +0.99% |
| 3 Years | +9.97% |
| 5 Years | +7.99% |
| Since Inception | +10.65% |
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 Plus Investment Approach has a 1-year return of +0.99%, a 3-year return of +9.97%, a 5-year return of +7.99% and +10.65% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Tata PMS Enterprising India Plus Investment Approach returned +7.99% against +8.91% for the BSE 500 TRI, 0.92 percentage points behind. Over 3 years it returned +9.97% against +9.20%; Over 1 year it returned +0.99% 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 Enterprising India Plus Investment Approach's 3-year return of +9.97% ranks 280th as of 30 Sep 2026.
Tata PMS Enterprising India Plus Investment Approach is managed by Mr. Pranav Mise at Tata. The strategy manages ₹0.67 Cr of client assets as of 30 Sep 2026.
Tata PMS Enterprising India Plus Investment Approach manages ₹0.67 Cr of client assets as of 30 Sep 2026.
The minimum investment for Tata PMS Enterprising India Plus Investment Approach is ₹50 Lakhs.
Tata PMS Enterprising India Plus Investment Approach was launched on 18 Oct 2011. It has a 14-year track record.
Description
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