Know Your PMS · Monthly tearsheet
Tata PMS Enterprising India Plus 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_202649 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
10.30%
Total return
49.25%
Max drawdown
-14.00%
Sharpe
0.88
Sortino
0.85
Calmar
0.74
Win months
61.22%
Best / worst month
6.7% / -9.4%
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 | 1.54% | 1.24% | -9.45% | 5.90% | 1.39% | -3.84% | 5.49% | 1.01% | -6.02% | – | – | – | -3.76% |
2025 | -2.49% | -6.96% | 5.46% | 3.43% | 4.78% | 3.17% | -0.13% | -2.36% | 1.37% | 2.88% | 2.38% | -0.35% | 10.99% |
2024 | -2.53% | 1.78% | 1.75% | 6.69% | 1.45% | 6.65% | 3.98% | 0.61% | 2.65% | -2.97% | -1.25% | -1.07% | 18.61% |
2023 | -1.88% | -0.75% | 0.11% | 3.63% | 2.77% | 3.82% | 4.10% | -0.13% | -0.91% | -2.37% | 4.32% | 3.15% | 16.66% |
2022 | – | – | – | – | – | – | – | – | -2.10% | 2.95% | 1.33% | -1.13% | 0.97% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 14.00% | 8 mo |
| Mar_2026 | Mar_2026 | Ongoing | 9.45% | 7 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 3.72% | 5 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 3.38% | 3 mo |
| Jan_2024 | Jan_2024 | Mar_2024 | 2.53% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
11.82%
Downside deviation
12.18%