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Tata Pension Management Limited Scheme A - Tier I
08Allocations
Asset Allocation
Perpetual Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 25.49% | 13.85% | - | - | 8.32% |
| List of Fund Invested in REITS | Ratings | % of the fund |
|---|---|---|
| Nexus Select Trust | AAA | 0.00% |
| Mindspace Business Parks REIT | AAA | 35.64% |
| Embassy Office Parks REIT | AAA | 29.17% |
| Brookfield India REIT | AAA | 0.00% |
| Knowledge Realty Trust Reit | AAA | 0.00% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Who Should Invest?
Investors with a long-term horizon and high risk tolerance, looking to diversify their portfolio through alternative assets like REITs and InvITs, should consider Scheme A. It is ideal for those who understand the potential volatility and seek higher growth opportunities.
Who Should Avoid?
Conservative or risk-averse investors prioritizing stability and low volatility should avoid Scheme A. It is also unsuitable for short-term investors or those uncomfortable with the complexity of alternative investments.opportunities.
Investment Strategy
Tata Pension Fund Scheme A follows a balanced approach by investing in high-quality perpetual bonds for stability, alongside REITs and InvITs to generate income and growth. It maintains a portion of the portfolio in overnight funds to ensure high liquidity, allowing for quick reallocation when better opportunities arise. The strategy targets steady returns, protection against inflation, and long-term wealth creation for pension investors through bonds with moderate yields and average maturities.
About TATA Pension fund
Tata Pension Fund Management Private Limited is a registered Pension Fund Manager (PFM) under the Pension Fund Regulatory & Development Authority (PFRDA). It is part of the prestigious Tata Group, which has a legacy of over 150 years of excellence and trust. Tata Pension Fund commenced operations in August 2022 and aims to empower individuals with financial security during their retirement through the National Pension System (NPS). Tata Pension Fund provides innovative and disciplined investment solutions tailored to meet the long-term financial goals of NPS subscribers.
- FOUNDED IN2022
- CEOMr. Kurian Jose
- Fund House AUM5369.83 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.
08Allocations
Asset Allocation
Perpetual Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 25.49% | 13.85% | - | - | 8.32% |
| List of Fund Invested in REITS | Ratings | % of the fund |
|---|---|---|
| Nexus Select Trust | AAA | 0.00% |
| Mindspace Business Parks REIT | AAA | 35.64% |
| Embassy Office Parks REIT | AAA | 29.17% |
| Brookfield India REIT | AAA | 0.00% |
| Knowledge Realty Trust Reit | AAA | 0.00% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Who Should Invest?
Investors with a long-term horizon and high risk tolerance, looking to diversify their portfolio through alternative assets like REITs and InvITs, should consider Scheme A. It is ideal for those who understand the potential volatility and seek higher growth opportunities.
Who Should Avoid?
Conservative or risk-averse investors prioritizing stability and low volatility should avoid Scheme A. It is also unsuitable for short-term investors or those uncomfortable with the complexity of alternative investments.opportunities.
Investment Strategy
Tata Pension Fund Scheme A follows a balanced approach by investing in high-quality perpetual bonds for stability, alongside REITs and InvITs to generate income and growth. It maintains a portion of the portfolio in overnight funds to ensure high liquidity, allowing for quick reallocation when better opportunities arise. The strategy targets steady returns, protection against inflation, and long-term wealth creation for pension investors through bonds with moderate yields and average maturities.
About TATA Pension fund
Tata Pension Fund Management Private Limited is a registered Pension Fund Manager (PFM) under the Pension Fund Regulatory & Development Authority (PFRDA). It is part of the prestigious Tata Group, which has a legacy of over 150 years of excellence and trust. Tata Pension Fund commenced operations in August 2022 and aims to empower individuals with financial security during their retirement through the National Pension System (NPS). Tata Pension Fund provides innovative and disciplined investment solutions tailored to meet the long-term financial goals of NPS subscribers.
- FOUNDED IN2022
- CEOMr. Kurian Jose
- Fund House AUM5369.83 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.