Tata Asset Management Ltd

Tata Asset Management Ltd

AUM (Cr.)

1467.74

No. of Clients

237

No. of Investment Approach

5

As On

31 January 2024

TATA Asset Management Company was established in March 1994. They have their presence in 80 + locations across India and serve India-investments of investors from Japan, Europe & middle east through exclusive partnerships. TATA AMC is the only asset management company in India to adopt the Malcolm Baldrige model of USA for business excellence. Guiding Principles of TATA AMC is TRUST which stands for Transparency, Research, Understanding, Service and Technology.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Emerging opportunities
SMALL & MID CAP 38.96% 17.89% 21.23% 17.57% 01 Apr, 2006
ACT
MULTI CAP 30.67% 15.60% 19.37% NA 12 Feb, 2019
Enterprising India Investment Approach
MULTI CAP 17.46% 7.90% 14.40% 12.82% 10 Apr, 2006

* Returns are as on 31 January 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Equity Plus Absolute Returns Fund
CAT III - LONG SHORT 14.47% 12.18% 16.50% NA Mar 2020
Absolute Return Fund
CAT III - LONG SHORT 7.70% 9.51% 9.17% NA Apr 2019

* All performance above are as on 31st January 2024  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr. Kunal Pawaskar

Mr. Kunal Pawaskar

Portfolio Manager

AMC Registered Address

1903 B Wing Parinee Crescenzo G Block,Bkc, Bandra East,Mumbai,Maharashtra,India-400051
SEBI Reg No : INP000001058

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

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