FindPMS IndiaTata PMS Enterprising India Plus Investment Approach
Equity
1 Month
+1.01%
6 Months
-0.39%
1 Year
+8.94%
3 Years
+11.93%
5 Years
+10.07%
Since Inception
+11.17%
AUM
₹1 Cr
Risk & Performance (vs NIFTY 500)
Volatility
12.12%
Sharpe Ratio
0.66
Sortino Ratio
0.56
Max Drawdown
-14.00%
Beta
0.70
Alpha
+2.45%
Information Ratio
-0.04
Tracking Error
7.76%
Calmar Ratio
1.07
Up Capture
80.6%
Down Capture
59.6%
Win Rate
65.9%
Best Month
+6.69%
Worst Month
-9.45%