Established in 1994, Tata Asset Management Limited (TAM) has a track record of 25 years in investment management. TAM manages investments of Tata Mutual Fund, a mutual fund registered with SEBI.
The company manages funds across the entire risk-return continuum. These include equity funds, hybrid funds, and fixed income funds. The diversity of the fund offerings enables investors to invest as per their life stage, financial goals and risk profile. These funds have catered successfully to the long-term investment needs of its investors.
The company also offers portfolio management services to high net worth individuals and advisory services to offshore investors/funds investing in India. As of December 31, 2018, the company had 1,890,938 investor folios with Rs 53,945 crore in assets under management was of which Rs 51,698 crore was from domestic business.
TAM’s vision is to secure the financial future of its investors and thereby deliver to them a better quality of life. TAM judiciously combines in good measure the three most important platforms on which the business precepts are based - Performance, Service, Trust.
Business Highlights FY18
- Tata Balanced Fund was recognized as the Best Long-Term Balanced Fund in the Long-Term Balanced Fund category by Business Today-Money Today Financial Awards
- Tata Retirement Savings-Moderate (3 years & 5 years) was awarded by Thomson Reuters Lipper India 2018 Fund Awards in the Mixed Asset INR Aggressive category
- Tata Equity P/E Fund was awarded by CNBC TV 18 Mutual Fund Awards in the category Best Value / Contra Fund
- Tata Treasury Advantage Fund was awarded by CNBC TV 18 Mutual Fund Awards in the category Best Low Duration Debt Fund