Know Your PMS · Monthly tearsheet
Tata PMS Emerging Opportunities 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 May_202664 months filedBM: BenchmarkBM: BSE500TRI
CAGR
-58.56%
Total return
-99.09%
Max drawdown
-99.59%
Sharpe
-0.09
Sortino
-0.85
Calmar
-0.59
Win months
57.81%
Best / worst month
9.2% / -99.6%
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 | -0.61% | 1.17% | -9.87% | 8.83% | -99.56% | – | – | – | – | – | – | – | -99.57% |
2025 | -5.60% | -9.93% | 7.33% | 0.58% | 5.80% | 1.71% | -0.02% | -2.69% | 0.59% | 1.55% | -1.10% | 1.03% | -1.92% |
2024 | -0.05% | -1.60% | 0.28% | 8.23% | 2.68% | 7.27% | 5.77% | -1.23% | 2.14% | 0.00% | -2.09% | -2.26% | 20.06% |
2023 | -1.35% | 0.61% | -1.47% | 5.92% | 4.64% | 6.81% | 5.62% | 1.67% | -0.61% | -1.88% | 8.75% | 4.07% | 37.21% |
2022 | -2.32% | -3.36% | 3.88% | -1.15% | -5.97% | -3.03% | 9.20% | 5.33% | 1.24% | 0.02% | -1.76% | -2.06% | -0.95% |
2021 | – | 7.63% | -1.53% | 1.18% | 4.65% | 2.62% | 7.01% | 3.66% | 1.29% | 2.47% | -1.34% | 0.34% | 31.26% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2024 | May_2026 | Ongoing | 99.59% | 19 mo · open |
| Nov_2021 | Jun_2022 | Aug_2022 | 12.50% | 9 mo |
| Nov_2022 | Mar_2023 | May_2023 | 5.91% | 6 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 2.48% | 2 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 1.65% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
45.61%
Downside deviation
68.76%