Asset Management Company
TATA
TATA is a SEBI-registered asset manager. PMS Sahi Hai tracks 5 of its 3 PMS · 2 AIF strategies, scored on the same basis as every other house.
5 strategies₹1,904 Cr trackedAvg Nyra 6.8
AUM tracked
₹1,904 Cr
Strategies
5
3 PMS · 2 AIF
Avg Nyra Score
6.8
Best 3Y CAGR
14.4%
TATA - Emerging Opportunities
Fund managers
About the house
How TATA invests
Across the strategies PMS Sahi Hai tracks, TATA runs aif, mid & small cap, multi cap mandates in a — / growth / value style, with ₹1,904 Cr under watch and a track record stretching back 20 years.
Its strongest three-year run on our shelf is 14.4% CAGR on TATA - Emerging Opportunities, net of fees. Every strategy here is graded on the same comparative basis (including returns, risk, manager tenure, fees, concentration, transparency and AUM fit), so TATA can be read side by side against any other house on the platform, sales deck excluded.
Categories
AIF · Mid & Small Cap · Multi Cap
Styles
— · Growth · Value
Minimums
₹1 Cr (AIF) · ₹50 L (PMS)
Strategies from TATA
TATA - ACT
Equity: Multi Cap · Growth
3Y 9.8% · AUM ₹71 Cr
7.0
Nyra
TATA - Emerging Opportunities
Equity: Mid & Small Cap · Value
3Y 14.4% · AUM ₹15 Cr
7.0
Nyra
TATA - Enterprising India Investment
Equity: Multi Cap · Growth
3Y 11% · AUM ₹7 Cr
6.7
Nyra
TATA Equity Plus Absolute Returns Fund
AIF · —
3Y 10.2% · AUM ₹1,480 Cr
6.6
Nyra
TATA Absolute Return Fund
AIF · —
3Y 9.3% · AUM ₹331 Cr
6.6
Nyra