Tata PMS Enterprising India Investment Approach

Equity

Tata Asset Management Private Limited

1 Month

+9.20%

6 Months

-0.47%

1 Year

+7.00%

3 Years

+12.59%

5 Years

+11.97%

Since Inception

+11.41%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.59%

Sharpe Ratio

0.47

Sortino Ratio

0.46

Max Drawdown

-17.11%

Beta

0.86

Alpha

-0.43%

Information Ratio

-0.24

Tracking Error

6.41%

Calmar Ratio

0.81

Up Capture

90.1%

Down Capture

90.0%

Win Rate

62.2%

Best Month

+9.20%

Worst Month

-10.05%