Tata PMS Enterprising India Plus Investment Approach

Equity

Tata Asset Management Private Limited

1 Month

-6.02%

6 Months

+3.40%

1 Year

+0.99%

3 Years

+9.97%

5 Years

+7.99%

Since Inception

+10.65%

AUM

₹1 Cr

Risk & Performance (vs NIFTY 500)

Volatility

12.59%

Sharpe Ratio

0.45

Sortino Ratio

0.38

Max Drawdown

-14.00%

Beta

0.72

Alpha

+1.58%

Information Ratio

-0.04

Tracking Error

7.66%

Calmar Ratio

0.90

Up Capture

80.6%

Down Capture

64.8%

Win Rate

64.3%

Best Month

+6.69%

Worst Month

-9.45%