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TATA PMS - RETIREMENT FUND

Tata Asset Management Private Limited

3,802.30 CR AUM

TATA PMS - RETIREMENT FUND

TATA PMS - RETIREMENT FUND

Tata Asset Management Private Limited

3,802.30 CR AUM

CRISIL Composite Bond Index
Benchmark
4yr 7mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
4yr 7mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

pranav mise

Fund Manager
DEBTStrategies

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.

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.

Purpose

Retirement benefit investing, or retirals, is an approach that focuses on aligning investment policy and asset allocation decisions with the anticipated liabilities of the fund. This investment approach aims to effectively manage portfolio risk and maximize the fixed accrued income for the trust.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-1.95%
1M benchmark return
-1.34%
Alpha
-0.61%
1M Wealth multiple
0.98x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-1.95%
1M benchmark return
-1.34%
Alpha
-0.61%
1M Wealth multiple
0.98x

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