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Tata Asset Management Ltd
Tata Asset Management Ltd

Tata Asset Management Ltd

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AUM ₹ 1,588.67 Cr (As on Feb, 2025)
No. of schemes 3
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About Tata Asset Management Ltd

Tata Asset Management Ltd manages assets worth Rs 1588.67 crores. Its current offering of PMS schemes includes 2 Multi Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Kunal Pawaskar
Kunal Pawaskar
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +5.54 %
Profile

16 years of experience primarily in investment banking and investment management Over the past decade and a half, he has worked with leading organizations including Indgrowth Capital Advisors, a mid cap and small cap long only equities focused Category III AIF, Avista Advisory (during their partnership with Houlihan Lokey), IIFL and SBI Capital Markets. Kunal is a post graduate in Management Studies from IIM Indore and holds a Bachelor’s Degree in Engineering from Mumbai University.

Krutika Vispute
Krutika Vispute
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +5.54 %
Profile

With over 8 years of experience in investment research, Krutika joined Tata Asset Management in June 2022. Prior to joining Tata Asset Management, she has worked with Envision Capital for 4+ years as a Research Analyst covering Indian equities across multiple sectors. She has also worked with Anand Rathi Private Wealth Management in the past. Krutika is a Chartered Accountant from the Institute of Chartered Accountants of India. She has done her Bachelors in Commerce from Mulund College of Commerce, University of Mumbai.

Pranav Mise
Pranav Mise
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +5.54 %
Profile

Over 6 years of experience in Portfolio Valuations and Portfolio Management. He is with Tata Asset Management Pvt Ltd. since the last 3 years in the Investments team of Portfolio Management. Prior to joining Tata Asset Pvt Management Ltd., Pranav was with Daiwa Portfolio Advisory, India in the Investments team covering the India and Indonesia Investments. He has also worked with ICRA Management Consulting leading the valuations for credit papers. Pranav is a Postgraduate in Management Studies (MMS) with a specialization in Finance from N L Dalmia Institute of Management Studies, University of Mumbai. He has done his Bachelor’s in Engineering (BE, Information Technology) from University of Nagpur

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Tata - Enterprising India Investment Approach
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
73 Out of 174
Fixed Fee
2.50%
Tata - ACT
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
77 Out of 174
Fixed Fee
2.50%
Tata - Emerging opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
14 Out of 44
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Tata - Enterprising India Investment Approach
73Out of 3
-8.58%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
Tata - ACT
77Out of 3
-8.80%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
Tata - Emerging opportunities
14Out of 3
-9.93%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Tata Asset Management Ltd ?
The total AUM managed by Tata Asset Management Ltd is ₹1588.67 crores
What is the total number of schemes managed by Tata Asset Management Ltd ?
The total number of schemes managed by Tata Asset Management Ltd is 3
What is the best performing PMS scheme of Tata Asset Management Ltd in 1 year ?
The best performing PMS scheme of Tata Asset Management Ltd in 1 year is Tata - Enterprising India Investment Approach.
What is the best performing PMS scheme of Tata Asset Management Ltd in 3 years?
The best performing PMS scheme of Tata Asset Management Ltd in 3 years is Tata - Emerging opportunities
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