Know Your PMS · Monthly tearsheet
Tata PMS Enterprising India 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_202649 months filedBM: BenchmarkBM: BSE500TRI
CAGR
-19.19%
Total return
-58.10%
Max drawdown
-73.29%
Sharpe
-0.17
Sortino
-0.34
Calmar
-0.26
Win months
57.14%
Best / worst month
10.2% / -72.3%
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 | -1.46% | 2.33% | -10.05% | 9.20% | -72.25% | – | – | – | – | – | – | – | -72.51% |
2025 | -4.08% | -8.58% | 5.57% | 2.80% | 5.90% | 3.51% | -0.36% | -3.40% | -0.47% | 2.36% | 2.02% | -1.48% | 2.82% |
2024 | -2.78% | 2.42% | 0.78% | 6.85% | 2.00% | 7.79% | 5.02% | 0.17% | 2.25% | -3.95% | -0.62% | -0.97% | 19.87% |
2023 | -1.70% | 0.02% | -1.17% | 4.50% | 3.09% | 5.05% | 4.59% | 0.19% | -0.86% | -3.73% | 4.66% | 3.20% | 18.79% |
2022 | – | – | – | – | -4.81% | -6.34% | 10.16% | 4.18% | -0.59% | 3.37% | 0.18% | -1.14% | 4.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | May_2026 | Ongoing | 73.29% | 20 mo · open |
| May_2022 | Jun_2022 | Aug_2022 | 10.85% | 3 mo |
| Sep_2023 | Oct_2023 | Dec_2023 | 4.56% | 3 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 3.94% | 4 mo |
| Jan_2024 | Jan_2024 | Mar_2024 | 2.78% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
38.64%
Downside deviation
56.24%