- Manager
- Tata Asset Management
- Service
- Discretionary
- Asset class
- Equity
Tata PMS ACT Investment Approach
−2.46%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Tata Asset Management’s Tata PMS ACT Investment Approach returned −2.46% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0.54 crore across its clients.
Key numbers
- AUM
- ₹0.54 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.42% | −5.57% | +4.15% |
| 3 months | −1.42% | −3.59% | +2.17% |
| 6 months | +6.06% | +8.07% | −2.01% |
| 1 year | −2.46% | −2.33% | −0.13% |
| 2 years | −5.65% | −3.93% | −1.72% |
| 3 years | +6.24% | +9.20% | −2.96% |
| 4 years | +8.20% | +11.22% | −3.02% |
| 5 years | +7.05% | +8.91% | −1.86% |
| Since inception | +10.96% | +13.72% | −2.76% |
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.
Portfolio mix
- Listed equity100.29%₹0.54 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹77.86 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 1.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tata PMS ACT Investment Approach returned?
−2.46% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.42%; 3 months: −1.42%; 6 months: 6.06%; 1 year: −2.46%; 2 years: −5.65%; 3 years: 6.24%; 4 years: 8.20%; 5 years: 7.05%; Since inception: 10.96%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.13 percentage points behind.
How much does Tata PMS ACT Investment Approach manage?
₹0.54 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages Tata PMS ACT Investment Approach?
Tata Asset Management, a SEBI-registered portfolio manager (INP000001058), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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