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TATA PMS - RETIREMENT FUND

TATA PMS - RETIREMENT FUND is a Debt Portfolio Management Service launched by Tata Asset Management Private Limited on August 2021. Managed by Mr. Pranav Mise, the fund holds ₹3650 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹5000000 lakh. Trailing returns: 4.27% (1Y), 7.86% CAGR (3Y), 7.13% since inception. Performance data as of July 2026.

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TATA PMS - RETIREMENT FUND

Tata Asset Management Private Limited

3,650.30 CR AUM

TATA PMS - RETIREMENT FUND

TATA PMS - RETIREMENT FUND

Tata Asset Management Private Limited

3,650.30 CR AUM

CRISIL Composite Bond Index
Benchmark
4yr 10mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
4yr 10mo
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.

What is this fund's investment objective?

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.

How has TATA PMS - RETIREMENT FUND performed?

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1M IA return
2.24%
1M benchmark return
2.35%
Alpha
-0.11%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.24%
1M benchmark return
2.35%
Alpha
-0.11%
1M Wealth multiple
1.02x

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