- Manager
- Tata Asset Management
- Service
- Discretionary
- Asset class
- Equity
Tata PMS Enterprising India Plus Investment Approach
+0.99%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Tata Asset Management’s Tata PMS Enterprising India Plus Investment Approach returned 0.99% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0.67 crore across its clients.
Key numbers
- AUM
- ₹0.67 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.02% | −5.57% | −0.45% |
| 3 months | +0.14% | −3.59% | +3.73% |
| 6 months | +3.40% | +8.07% | −4.67% |
| 1 year | +0.99% | −2.33% | +3.32% |
| 2 years | +0.61% | −3.93% | +4.54% |
| 3 years | +9.97% | +9.20% | +0.77% |
| 4 years | +11.09% | +11.22% | −0.13% |
| 5 years | +7.99% | +8.91% | −0.92% |
| Since inception | +10.65% | +13.21% | −2.56% |
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 equity90.89%₹0.61 Cr
- Mutual funds18.66%₹0.13 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹10.75 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tata PMS Enterprising India Plus Investment Approach returned?
0.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.02%; 3 months: 0.14%; 6 months: 3.40%; 1 year: 0.99%; 2 years: 0.61%; 3 years: 9.97%; 4 years: 11.09%; 5 years: 7.99%; Since inception: 10.65%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.32 percentage points ahead.
How much does Tata PMS Enterprising India Plus Investment Approach manage?
₹0.67 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 Enterprising India Plus 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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