TATA PMS - RETIREMENT FUND

Debt

Tata Asset Management Private Limited

1 Month

-0.20%

6 Months

+1.98%

1 Year

+4.94%

3 Years

+7.57%

5 Years

+6.88%

Since Inception

+6.97%

AUM

₹3.5K Cr

Risk & Performance (vs NIFTY 500)

Volatility

2.65%

Sharpe Ratio

0.41

Sortino Ratio

0.40

Max Drawdown

-1.95%

Beta

0.12

Alpha

+0.12%

Information Ratio

-0.56

Tracking Error

13.02%

Calmar Ratio

4.14

Up Capture

28.4%

Down Capture

0.1%

Win Rate

85.4%

Best Month

+2.24%

Worst Month

-1.95%