TATA PMS - Retirement Fund is a debt portfolio management service (PMS) strategy run by Tata Asset Management Private Limited, launched on 20 Aug 2021. It manages ₹3,585 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +2.94% over 1 year and +7.65% over 3 years (+6.87% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹3,585 Cr
3-year return
+7.65%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹3584.7 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
20/08/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.24%
3 Months
+0.16%
1 Year
+2.94%
3 Years
+7.65%
Since Inception
+6.87%
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.
Frequently asked questions about TATA PMS - Retirement Fund
What are the returns of TATA PMS - Retirement Fund?
TATA PMS - Retirement Fund has a 1-year return of +2.94%, a 3-year return of +7.65% and +6.87% since inception. Past performance is not indicative of future results.
What is the AUM of TATA PMS - Retirement Fund?
TATA PMS - Retirement Fund manages ₹3,585 Cr of client assets.
What is the minimum investment for TATA PMS - Retirement Fund?
The minimum investment for TATA PMS - Retirement Fund is ₹50 Lakhs.
When was TATA PMS - Retirement Fund launched?
TATA PMS - Retirement Fund was launched on 20 Aug 2021. It has a 4-year track record.