FindPMS IndiaTata PMS Emerging Opportunities Investment Approach
Equity
1 Month
+8.83%
6 Months
-1.47%
1 Year
+5.38%
3 Years
+15.41%
5 Years
+14.05%
Since Inception
+11.43%
AUM
₹2 Cr
Risk & Performance (vs NIFTY 500)
Volatility
15.79%
Sharpe Ratio
0.64
Sortino Ratio
0.69
Max Drawdown
-18.63%
Beta
0.89
Alpha
+2.62%
Information Ratio
0.19
Tracking Error
8.12%
Calmar Ratio
0.92
Up Capture
93.6%
Down Capture
75.4%
Win Rate
59.5%
Best Month
+8.83%
Worst Month
-9.93%