Know Your PMS · Monthly tearsheet
Tata PMS ACT Investment Approach
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202668 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
10.97%
Total return
80.38%
Max drawdown
-17.50%
Sharpe
0.85
Sortino
0.98
Calmar
0.63
Win months
55.88%
Best / worst month
10.6% / -9.6%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -0.02% | -0.10% | -9.56% | 8.31% | -1.14% | -0.31% | 2.38% | -2.33% | -1.42% | – | – | – | -4.95% |
2025 | -5.29% | -8.80% | 6.75% | 2.49% | 4.79% | 2.72% | -0.17% | -4.93% | -0.99% | 1.73% | -1.53% | 1.66% | -2.66% |
2024 | 1.42% | -1.05% | -1.40% | 7.05% | 0.85% | 7.11% | 6.03% | 0.23% | 0.02% | -0.39% | -2.24% | -1.92% | 16.16% |
2023 | -1.95% | -0.17% | -0.49% | 4.05% | 4.54% | 5.79% | 2.47% | -0.98% | 0.30% | -1.90% | 7.74% | 4.82% | 26.37% |
2022 | -2.00% | -4.71% | 2.34% | -2.29% | -3.49% | -2.22% | 10.58% | 3.87% | 0.78% | 0.95% | 1.32% | -2.02% | 2.23% |
2021 | – | 6.31% | 0.53% | 0.20% | 6.67% | 1.02% | 2.21% | 6.14% | 3.16% | 1.68% | -1.93% | 0.88% | 29.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 17.50% | 24 mo · open |
| Nov_2021 | Jun_2022 | Aug_2022 | 12.82% | 9 mo |
| Dec_2022 | Mar_2023 | May_2023 | 4.56% | 5 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.57% | 3 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.44% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
13.21%
Downside deviation
11.14%