- SEBI reg.
- INP000001058
- Services
- Discretionary
- Reported
- 30 Sep 2026
Tata Asset Management
₹3,471 Cr
Assets under management
10 clients · 3 strategies · 30 Sep 2026
Tata Asset Management managed ₹3,471 crore for 10 clients at 30 Sep 2026, across 3 strategies, most of it for provident funds (EPFO). In September clients added ₹18.88 crore and withdrew ₹32.29 crore.
Key numbers
- SEBI registration
- INP000001058
- Discretionary AUM
- ₹3,471 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Tata PMS - Retirement Fund | Multi-asset | ₹3,470 Cr | +3.03% | +2.97% |
| Tata PMS Enterprising India Plus Investment Approach | Equity | ₹0.67 Cr | +0.99% | −2.33% |
| Tata PMS ACT Investment Approach | Equity | ₹0.54 Cr | −2.46% | −2.33% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Provident funds (EPFO) | Discretionary | 8 | ₹3,470 Cr |
| Domestic individuals and others | Discretionary | 2 | ₹1.21 Cr |
Flows
- Inflow, Sep 2026
- ₹18.88 Cr
- Outflow, Sep 2026
- ₹32.29 Cr
- Net, Sep 2026
- −₹13.41 Cr
- Inflow, FY to date
- ₹1,221 Cr
- Outflow, FY to date
- ₹1,749 Cr
- Net, FY to date
- −₹528 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Tata Asset Management manage?
₹3,471 crore for 10 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Tata Asset Management have?
10 clients at 30 Sep 2026, mainly provident funds (EPFO), domestic individuals and others.
Which PMS strategies does Tata Asset Management offer?
It reported 3 to SEBI for 30 Sep 2026: Tata PMS - Retirement Fund, Tata PMS Enterprising India Plus Investment Approach, Tata PMS ACT Investment Approach.
Is Tata Asset Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000001058.
Has Tata Asset Management had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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